You can create an expense report directly from an approved travel authorization. The expense report automatically contains expense line items for each travel item (such as travel reservations you made through a travel booking provider) on the travel authorization.

Depending on your configuration, the summary table in the Navigation Panel either lists each item associated with the request or groups items by expense type. When listed by item, if errors or policy violations are indicated, you can click the icon to edit the item.

If your Ariba Travel & Expense configuration includes the Fix button on this screen, you can fix both errors and policy violations for individual line items on the Fix Expense Item screen. Additionally, you can cycle through all of the items in the expense report that need fixing.

If you were working in another Ariba Spend Management solution, such as Ariba Category Management, and you followed a link from that application to this screen, you can go back to that application by clicking the related link on this screen.

1. Add or review basic information.
2. Add or review expenses.
• Click the Create Expenses button, and then select how you want to create an expense item: From Travel Authorizations, From Your Credit Card, or Create New Items.
• To hide or show the details for expense items (such as itinerary information for a travel reservation), click Hide Details or Show Details.
• If available, click the Table Options icon, located in the row above the column headers, to display commands that control the display of data in the table. For example, you can hide or show columns of data, group data, or export data to Excel.
• To make changes to an expense item (for example, to edit the line item details or assign a credit card charge), click Action and make a selection from the menu.
• Items with an assigned credit card charge are indicated by an icon in the Charge field. Click the icon for tooltip information about the charge.
3. To select a reimbursement payment method, click Change.
4. Add or review comments.
   • Enter a comment in the Comments box.
   • To add a comment for an individual item, click Edit for the expense item.
   • To attach a file as part of your comments, click Add Attachment.
5. Fix any errors (The line item contains one or more invalid fields) or policy violations. If the Fix button appears on this screen, use it to edit the line item on the Fix Expense Item screen. If the Fix button is not available, click the Provide Justification link to enter an explanation on the Review Policy Guideline Violations screen, or click the line item to correct the information on the Edit Line Item screen.
6. On the Approval Flow tab, add, delete or review approvers.
7. Submit or save changes.
   • If you change any line item information, click Update Total to update the total cost.
   • Click Submit to submit the expense report for approval, or Exit to leave the request in a composing state and return to your home page. You can return to your request at any time and submit it for approval from this screen.
   • If you are an approver editing an expense report, click Submit to save your changes. You can then view a screen from which you can approve or deny the expense report.