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Save as Draft

The Save as Draft option lets you save incomplete expense entries without submitting them for approval. This is useful if you don’t yet have all the details or receipts.

How to Save as Draft​

Expenses savedra

Screenshot: Save as draft

Viewing Drafts​

  • Go to the Expenses menu → Actions → eye button

  • Select the draft you want to review.

Expenses viewd

Screenshot: How to view draft in expense menu.

  • You will see all previously entered details:

Expense details

Vendor information

Financial details

Comments

Status

Expenses drmen

Screenshot: Draft menu.

Editing a Draft​

  • Click submit button the at the top-right corner.

  • Update or complete the missing fields.

  • When ready, click Submit to send it for approval.

Expenses expsu

Benefits​

  • Avoids losing partially entered expenses.

  • Allows users to collect receipts and fill in missing information later.

  • Gives flexibility before final submission.