Video - Processing Expense Reports for Payment

As a payer, you add expense reports to a batch in order to process them for payment. You can create multiple batches of expense reports to pay. Each batch is identified by number and name for easy reference.

To create a batch of reports to pay, follow these steps:

Click the Pay Reports tab (the Pay Reports tab appears only for payers).
Click the Payment Requested Reports tab (if it is not already selected). The expense reports approved for payment appear, showing the date each report was approved, the report number, the name of the report and submitter, the approver, whether or not the report is in policy, and the amount of the report.
Drag reports over to the Create New Batch box under the Batches to Process tab, or click the check box for each report and choose Add to batch from the drop-down menu above the list of reports. A confirmation appears for each report added to the new batch.

Each batch appears under the Create New Batch box with a batch ID number, date, and amount. You can then drag more reports to that batch, or start a new batch by dragging reports to the Create New Batch box.

Click the Batches to Process tab to see your batches. Each batch shows its expense reports, and the batch totals appear at the top under the Batches to Process tab.

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