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?


  1. From the top menu, navigate to your expense entry worksheet via My Insight> Expenses> Expense Entry Worksheet.

  2. Review your expenses for errors.
    • 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.
  3. Submit the sheet.
    • Click the icon in the upper right of the screen or the button to invoke the Create New Expense Report layer
    • Make sure that you are submitting your expense report for the correct period. This is your last chance to cancel out of the process.
    • You will generally NOT CHANGE any of the settings for Automatic Add, Company, Project or Automatic Submit
    • The Submit To: box should be your default expense approver.
  4. 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
Online 6/21/2017