REP / Collections and expenses
Submit a REP business expense
Submit an expense with its category, payee, amount and bill, then check its approval status.
Use Expenses to submit a business expense from your field work. You need expense-write permission.
Submit the expense
- Open Expenses and select New Expense.
- Choose Category and check the expense date.
- Enter Paid To, the payment Method and a positive Amount.
- Add a clear Description and useful Notes.
- Use Attach Bill for supporting evidence when available.
- Select Submit Expense and check the saved record.
Submission and posting
The REP submission does not choose a funding source account. It can remain pending or be posted automatically if your business’s expense auto-approval rules apply. Check the saved status before treating it as approved or posted.
Use date, category and status filters to find the record later. A Post or Approve and Post control requires a separate approval permission and is not a standard REP action. Ask the authorised approver to review pending expenses.
Common mistakes
Record the actual payee and amount once. An expense is not an invoice payment from a customer or a POS cash-drawer withdrawal. After a save error, check the expense list before submitting another copy of the same bill.