Creating Expense Reports
Need to know which report type to choose? Try our Guide to Report Types
| How to create a report | |
|---|---|
| 1 | From MyTravel Center, click Create an Expense Report. The Create a Report Header page will appear. |
| 2 | Complete all the required fields (marked *), along with any optional fields necessary for reporting purposes. |
| 3 | Click OK to complete the report header. |
| 4 | Click Add Expense to add out of pocket expenses, or click Add Imported Expenses to add Pre-Trip Payment, Corporate Card or CTS/YCAL transactions. |
| 5 | Use the Assign Accounts link(s) at either the expense or report level to specify the funding. |
| 6 | Check the receipt cover sheet, using the Print Report link, to see what receipts are required; print if needed. |
| 7 | If receipts are required, fax the cover sheet and applicable receipts to the number on the cover sheet. |
| 8 | Confirm that the fax was received by clicking View Receipts. |
| 9 | Click the Submit Report link to complete and route your report. |
For a demonstration of how to complete an expense report, try our online tutorial.
The MyTravel system and Travel@UCDavis Web site are a service of the UC Davis Accounting & Financial Services department.
Questions or comments should be directed to mytravel@ucdavis.edu.
Questions or comments should be directed to mytravel@ucdavis.edu.