Systems Support

      Audience: City & County of San Francisco Employees

      Author: Karen Larroche

      Version: 1.0

      Last Update: Ricardo Toyloy 4/21/2025

     Description

This document explains the procedure for modifying a Saved Expense Report.  It discusses the navigation to the Expense Report and the different categories. The following steps will explain how to retrieve an       Expense Report that has been Saved or Submitted.  The Expense Report can be modified if it has not been submitted or if it has been sent back by an approver.  If the Expense Report has been submitted, the user can only view the status.

     Step 1) To begin your request process, navigate to your Expenses homepage by following the steps in our How to access your Expenses homepage solution article.

    Step 2) Next - Click the Expenses tile.

   Step 3) Then - Click Active Expense Reports

   Step 4) Click on the slide out tab to view Expense Report Categories:

Step 5) Click on the appropriate category for the task you are trying to complete.  Then click on the Expense Report to take action.

• Returned – Sent back by approver
• Not Submitted – Save but not submitted
• Awaiting Approval – Submitted and in the approver’s queue
• Pending Payment – Approved and waiting to be paid
• View All – Displays all categories

Step 6) Returned - Update the Expense Report based on the approver’s comment.  Then re-Submit the Expense Report.

Step 7) Not Submitted - Complete the Expense Report you started and submit.

Step 8) Awaiting Approval - The Expense Report has been submitted and is in the approval process.

Step 9) Pending Payment - The Expense Report has been completely approved and is waiting to be Paid.

Step 10) View All: Shows all Expense Reports for all categories.

NOTE:  Expense Reports are paid through Payroll.  You should see the amount on your paystub.  No taxes are taken out for Expense Reimbursements.