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Hi, I don't think I've used this platform to track personal car mileage before so I just wanted to check I've gone through the process correctly. I created a claim that now sits under 'available expenses'. Will this be picked up by someone or do I need to do something further? Thanks.
I forgot to select email notifications so please reach out if this is responded to - t775035u@tdsynnex.com
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@elissaknowless_ you need to add that entry to an expense report. The screen you are on should have a Create New Report button. Click the checkbox next to this item then click Move. You will see an option for New Report.
If you have other expenses, you can add them to the report. If not, once all required information is entered for this expense, you can submit the report.
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@elissaknowless_ if your expense claim shows a status of Submitting and Pending Approval, then your part is done. If the report shows Not Submitted, then you can click on the report tile to open it, then use the Submit button.
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Thanks for your response @KevinD 🙂 Unfortunately it shows neither messages from what I can see, maybe this visual will help?
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@elissaknowless_ you need to add that entry to an expense report. The screen you are on should have a Create New Report button. Click the checkbox next to this item then click Move. You will see an option for New Report.
If you have other expenses, you can add them to the report. If not, once all required information is entered for this expense, you can submit the report.