You can create an expense report directly from an approved travel authorization.
The expense report automatically contains expense line items for each
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.
Screen details |
To display the Create Expenses screen, click
Create an Expense Report from the Ariba mForm screen.
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- Add or review basic
information.
- 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.
- To select a reimbursement payment method, click
Change.
- 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.
- 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.
- Save the expense report.
- If you change any line item information, click Update Total
to update the total cost.
- Click Save to leave the request in a composing state
and return to the Ariba mForm screen. You can then upload the
expense reports to Ariba Travel & Expense.
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