Page 1 - How do I Create an Expens Report Template?

How do I Create an Expense Report Template

How do I Create an Expense Report User Template?

Overview

A User Template pre-populates Expense Reports with selected expense types. This option is
advantageous only if your Expense Reports mainly use the same expense lines.
For example, John Doe frequently creates Expense Reports for travel with Airfare, Lodging, and
Auto Rental as the expense types. He could save time when entering Expense Reports by
creating a template with these three items.

Navigation

Employee Self Service > Travel and Expense Center > Other Employee Self-Service
Expense Functions > Create/Update User

Tile:

Creating User Template

1. Select Add a New Value Tab.
2. Enter a name for the template

1 in the Document Template
field.

2 3. Select Expense Report from
the Template Type drop-
3
down list.
4. Click the Add button.
4
The Add a Template page displays.

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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents