Employees can review all submitted receipts at once and easily create the necessary expense reports. Policy-compliant report templates are automatically recommended, and tables are auto-generated based on receipt information, efficiently reducing the time spent creating expense reports.
Creating an Expense Report
From the left menu [Expenses] → [Receipts] tab, when submitted receipts require approval, you can create an expense report.
Alternatively, click [Expense Report Folder] → [Add Expense Report] in the upper right to create an expense report while importing submitted receipts.
When creating an expense report, flex automatically recommends the appropriate report template based on the [Expense Report Document Policy] set by the admin.
When there are receipts requiring approval, a table is automatically generated based on the receipt information. Employees can attach receipts and fill in the necessary details to easily submit an expense report.
Expense report approval is configured according to the approval line set by the admin. Only when the admin has enabled the [Allow Changes] option can employees edit the expense report approval line before submitting.
If you need to insert a table in the expense report document body, click [Insert Table] on the right to add a table to the body.
Select the desired number of rows and columns to create a table and enter content. Table header settings are also available.
If the admin has added a [Reference Workflow] field to the expense report template, you can import documents created through workflows.
Instant document list: Unlike before where you had to type a search term first, recent documents appear immediately for faster selection.
Enhanced search and filters: You can still use search as before, or find documents more easily through newly added filters.
Key information at a glance: Hovering over a document in the list shows key information like custom fields in a tooltip, so you can distinguish documents without opening them.
📌 You can copy a table from Excel, Google Sheets, PPT, or other documents (Ctrl+C) and paste it directly into the expense report body (Ctrl+V) to automatically create a table.
Some formatting is carried over for convenient use.
However, table border formatting from Excel, Google Sheets, PPT, or other documents is not retained.
Duplicating Completed Expense Report Documents
Click the document you want to duplicate, click the three-dot menu in the upper right, then click [Duplicate Document] to quickly create an expense report by duplicating an approved document you previously wrote.
The document title, body, entered information, and approvers are duplicated as-is, but [Approval Request Receipts] are not duplicated.
If the duplicated document template has been changed by an admin, you will see an [Apply Latest Policy] button at the top of the document.
Click [Apply Latest Policy] to update the document template to the current latest version before writing the document.
FAQ
Can I save an expense report as a draft?
Can I save an expense report as a draft?
In Expense Management, documents being written are not saved as drafts or auto-saved.
Can I adjust the width and height of the table?
Can I adjust the width and height of the table?
Yes, you can freely adjust the width and height by dragging the table borders with your mouse.
Can tables with complex formatting be pasted as-is?
Can tables with complex formatting be pasted as-is?
Basic table structure and text are maintained, but complex formatting such as merged cells or specific colors may not be fully supported.
Can I duplicate an expense report template created in Expense Management settings?
Can I duplicate an expense report template created in Expense Management settings?
The expense report template duplication feature is currently not available in Expense Management.