Communication

1. Communication How do I send a copy of a Pre Trip/Expense Report?

2. How do I send a copy of a Pre Trip/Expense Report? • This document will divide up the copy feature in the following ways: • As a general user – • How do I send a copy of a Pre Trip Report to someone else? • How do I send a copy of an Expense Report to someone else • As an approver – • How do I send a copy of a Pre Trip Report to someone else? • How do I send a copy of an Expense Report to someone else?

3. How do I send a copy of a Pre Trip/Expense Report? General User Pre Trip Report

4. As a general user - How do I send a copy of a Pre Trip Report to someone else? • Create a Pre Trip Report and click the Save & Submit button. The Summary and Submission screen appears. • Click the Report Routing button.

5. As a general user - How do I send a copy of a Pre Trip Report to someone else? • Click the Edit link next to Copy.

6. As a general user - How do I send a copy of a Pre Trip Report to someone else? • Type the last name of the person you would like to send a copy of the Pre Trip Report to and click the Look Up button.

7. As a general user - How do I send a copy of a Pre Trip Report to someone else? • The name will appear in the bottom half of the screen. • Click OK. • The Report Routing screen will be updated accordingly. • Click OK.

8. As a general user - How do I send a copy of a Pre Trip Report to someone else? • You will be returned to the Summary and Submission screen. • Click the Save & Submit button.

9. How do I send a copy of a Pre Trip/Expense Report? General User Expense Report

10. As a general user - How do I send a copy of an Expense Report to someone else? • Create an expense report and click the Save & Submit Button. The Receipts screen will appear if receipts are required. • Click the Next button until the Summary and Submission screen appears.

11. As a general user - How do I send a copy of an Expense Report to someone else? • Click the Report Routing button.

12. As a general user - How do I send a copy of an Expense Report to someone else? • Click the Edit link next to Copy. The Send Copy – Select Person screen displays.

13. As a general user - How do I send a copy of a Expense Report to someone else? • Type the last name and click the Look Up button. Select the person, and the name of the selected person displays in the lower half of the screen. • Click OK. • Click OK and submit the report.

14. How do I send a copy of a Pre Trip/Expense Report? Approver Pre Trip Report

15. As an approver- How do I send a copy of a Pre Trip Report to someone else? • Open the Pre Trip Report and audit/review as appropriate. To approve, click the Approve button. The Approval Summary and Confirmation screen will appear. (If there are policy exceptions, that screen will pop up; click OK to close it.) Click the Send Copies button.

16. As an approver- How do I send a copy of a Pre Trip Report to someone else? • Type the name and click the Look Up button. • Choose the name from the list. The selected name will appear in the lower half of the screen. • Click OK.

17. As an approver- How do I send a copy of a Pre Trip Report to someone else? • Mouse over the Send Copies button, and a pop-up will display the routing. • To approve the report, click the Approve Report button.

18. How do I send a copy of a Pre Trip/Expense Report? Approver Expense Report

19. As an approver- How do I send a copy of an Expense Report to someone else? • Open the Expense Report and audit/review as appropriate. To approve, click the Approve button. The Approval Summary and Confirmation screen will appear.

20. As an approver- How do I send a copy of an Expense Report to someone else? • Click the Send Copies button. Type the last name of the person you would like to send a copy of the Expense Report to and click the Look Up button.

21. As an approver- How do I send a copy of an Expense Report to someone else? • Choose the name of the person from the list. The selected name will appear in the lower half of the screen. • Click OK. Click OK again.

22. As an approver- How do I send a copy of an Expense Report to someone else? • The number of persons you are sending a copy to will update on the Send Copies button. You can send a copy to multiple people. • Click Approve Report.

23. As an approver- How do I send a copy of an Expense Report to someone else? • Mouse over the Send Copies button and a pop-up will display the routing.