Skip to main content

Draft or Submit

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

Your Two Options​

OptionWhen to UseStatusWho Sees It
Save as DraftStill working on itDraftOnly you
Save and SubmitReady for approvalSubmittedApprovers & Finance

Option 1: Save as Draft​

Save incomplete expense entries to finish later.

Expenses dra

When to Use Drafts​

  • ⏳ You don't have all the details yet
  • 📎 Still waiting for receipts
  • 🔍 Want to review before submitting
  • 💤 Need to finish tomorrow

How to View Your Drafts​

  1. Go to Expenses menu
  2. Click Actions
  3. Select View Drafts

Expenses viewd

You'll see all your saved drafts with the details you entered.

Expenses drmen

How to Edit a Draft​

  1. Open the draft you want to edit
  2. Click the Edit button (top right)

Expenses edb

  1. Update or complete the missing fields

Expenses edv

  1. When ready, click Submit to send for approval

Expenses expsu

Option 2: Save and Submit​

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

Expenses SaveSu

What Happens After Submission​

Your expense goes to your selected approver, who can:

ActionResult
✅ ApproveExpense accepted, reimbursement processing begins
❌ RejectExpense declined with a reason

You'll be notified of the decision.

Quick Comparison​

FeatureSave as DraftSave and Submit
Visible to you✅ Yes✅ Yes
Visible to approvers❌ No✅ Yes
Can be edited✅ Yes❌ No (after submission)
Triggers approval❌ No✅ Yes
StatusDraftSubmitted

Best Practice​

tip

Save 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.