In this tab, you will find the reports created in AxosMoney that have not been sent for approval.
Consult report expenses
Reports not submitted can be reviewed in detail before sending them. This section teaches you how to consult the details of your reports.
1. Enter the “Reports” page and click on the report you want to see
2. AxosMoney will show you all the expenses associated with the consulting report. When an expense is selected, AxosMoney will show the option to eliminate expenses from the report.
3. Login to your SAP Concur account to verify that the expenses arrived correctly. Then, click on the “Expense” tab in the top menu of the SAP Concur Solutions page.
4. Your reports created in AxosMoney will be displayed. Select the report from which you want to see the expenses.
5. The expenses of the report will be displayed. Click any expense to see the details.
6. The details of the expenses will be displayed, such as UUID and Tax ID.
Remove expenses from the report
The following steps contain the instructions to eliminate an expense from a report. By erasing an expense, it will be available in the “Expenses” section again. This option will only be available if the user adds the expense to the report.
To proceed to remove an expense, follow the steps below.
1. Enter the “Reports” page from the main menu. And click the report that contains the expense to be removed.
2. AxosMoney will open a window. The window lists the expenses and shows two colors of icons. Those in green are from invoices, and those in blue are from receipts. To remove an expense from the report, click the “Delete” button.
3. Then, a message will appear to confirm that the expense will be removed from the report. Click ACCEPT to proceed. Otherwise, you can click Cancel.
4. When you remove an expense from a report, it will be returned to the “Expenses” page, where it is available again to be included in another report.
