Expense Reports

​

Introduction

You can create, manage, and submit expense reports directly from the Smartbills mobile app. This guide covers the full workflow from creating a new report to submitting it for approval, as well as viewing report status and recalling a submitted report.

​

Viewing Your Expense Reports

To see all of your expense reports:

1. Tap the Menu tab at the bottom of the screen
2. Tap My Expense Reports

The reports list shows each report with its title, status, total amount, and number of expenses. Reports are color-coded by status:

​

Creating a New Report

​

Editing a Draft Report

To edit a report that has not been submitted yet:

1. Go to Menu > My Expense Reports
2. Tap the draft report you want to edit
3. Make changes to the title, description, or expenses
4. Tap Save Draft or Submit when done

You can add or remove expenses from a draft report at any time.

​

Recalling a Submitted Report

If you need to make changes to a report you have already submitted:

1. Go to Menu > My Expense Reports
2. Tap the submitted report
3. Tap Recall Report in the action menu
4. Confirm the recall

The report returns to Draft status, and you can edit it and resubmit. The approver is notified that the report was recalled.

​

Viewing Report History

Each report maintains a history of status changes and comments:

1. Open the report
2. Scroll down to the History section
3. View the timeline of events including submission, approval actions, and comments from approvers

​

What’s Next?