Draft or Submit

After entering your expense details, you have two options: save as a draft or submit for approval.

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Your Two Options

💾

Save as Draft

Save incomplete entries to finish later. Only visible to you.

📤

Save and Submit

Finalize and send to approvers. Visible to Managers & Finance.

💡

Best PracticeSave as Draft first if you're not 100% ready. Once submitted, you cannot edit the expense — you can only add comments or wait for rejection to make changes.

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Option 1: Save as Draft

Save incomplete expense entries to finish later. Use drafts when you don't have all details yet, are waiting for receipts, or want to review before submitting.

How to View and Edit Your Drafts

1

View DraftsGo to Expenses, click Actions, and select View Drafts.

2

Edit DraftOpen the draft and click the Edit button (top right).

3

SubmitUpdate fields and click Submit to send for approval.

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Option 2: Save and Submit

Finalize your expense and send it directly to the approval workflow.

What Happens After Submission?

Your expense goes to your selected approver, who can:

✅

Approve

Expense accepted, reimbursement processing begins.

❌

Reject

Expense declined with a reason.

You'll be notified of their decision.