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