Expense reports will be submitted according to your team's policies and procedures. Your team can decide if Expense Reports should route for review and approval.
How do I submit my Expense Report at the end of the expense report period?
- From the top menu, navigate to your expense entry worksheet via My Insight> Expenses> Expense Entry Worksheet.
- Review your expenses for errors.
Submit the sheet.
Click the Save button to submit your expense report.
Expense Entry Worksheet
Task Detail Screen Expenses
On the Go with the PI Mobile Interface
Approve Expense Reports
Administration for Expenses
- Check the expense entries are for the correct period. If it isn’t, you can select the last semi-month by clicking on the Display Options and selecting from the list of dynamic dates.
- All your expenses are on the sheet.
- All reimbursable and/or billable expenses are marked correctly.