See Submitted Expense Reports
How do I see expense reports I've submitted?
On the Travel and Expense home screen, there is a right-hand section called Open Reports. The Open Reports quick view shows reports that are in progress (e.g., Not Submitted, Returned). Click on the Open Reports title to view the Report Library, showing all active and submitted reports.
Edit Submitted Expense Reports
Can I edit an expense report that I've submitted?
An expense report can be recalled if it has passed the Pending External Validation step in the workflow. Open the report that needs to be edited. When the report is past the Pending External Validation step, the Recall button will be visible and can be selected. Click Recall and the report is once again editable. If you no longer need the report, once it is recalled, the Delete Report button will be visible and can be selected.
Approval Routing for Expense Reports
How do I see where my expense report will be routed for approval?
View the approval workflow of an expense report by clicking on the Report Details hyperlink under the report name. Then, select Report Timeline. Completed steps are denoted with a checkmark. The current step for the report is denoted by a solid circle. Future steps for the report are denoted with a blank circle. The audit trail of an expense report shows what actions have been taken on the report and includes a date / time stamp. View the audit trail of an expense report by clicking on the Report Details hyperlink under the report name. Then, select Audit Trail.
Group Attendees for Business Meals
Do you find it daunting to add attendees to a business meal with 10 or more participants?
This task can be simplified by creating a group of attendees in your expense report and uploading a separate document that lists all the participants. Follow the steps to add 10 or more attendees in the Expense FAQs.
Complex Trip Booking
Do you need to book a multi-leg trip?
For complex, multi-leg trips, reach out to NYU's travel management team, Collegiate Travel Planners (CTP), at nyu@ctptravelservices.com or 888-551-6203 / 402-252-5505 for assistance. Use the Travel and Expense online booking tool for simple, roundtrip travel.
