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It covers navigation to Employee Self-Service, Travel and Expenses, selecting Create/Modify, choosing a template from the Quick Start menu, and setting the date range and applicable expense types. It then explains completing general information, adding attachments, updating accounting defaults when needed, entering expense line details, saving for later or submitting for approval, and performing a final review via summary options and confirmations.","| Purpose | To create an expense report from a template. |\n| --- | --- |\n| Description | When an expense report is created , it can be done from a blank expense report, from an existing expense report, or from a template. A template has predefined expense types so a user can easily create an expense report by selecting the expense types that apply. |\n| Security Role | BOR PeopleSoft User\u003Cbr>BOR PeopleSoft User-No T-Auth |\n| Assumptions | None |\n| Dependencies/ Constraints | None |\n| Additional Information | None |\n\n\n| Step | Action |\n| --- | --- |\n| 1. | Click the NavBar icon. |\n| 2. | Click the Navigator icon. |\n| 3. | Click the Employee Self-Service link. |\n| 4. | Click the Travel and Expenses link. |\n| 5. | Click the Expense Report link. |\n| 6. | Click the Create/Modify link. |\n| 7. | Verify the correct user Empl ID defaults in the Empl ID field. |\n| 8. | Click Add. |\n| 9. | If the User Defaults are set to open to a Blank Report, the Quick Start menu will appear in the top right of the page. If User Defaults are set to create from a Template, users may see the Select a Template screen. |\n| 10. | From the Quick Start menu select A Template. |\n| 11. | Click the GO button. |\n| 12. | A list of all public expense report templates and any private templates will display.\u003Cbr>For information on how to create a private template, see EX.010.031 – Creating a Private Expense Report Template. |\n| 13. | To create an Export Report, click the Select button next to a pre-defined template. |\n| 14. | In the Date Range section enter the starting date for travel/expenses in the From field. |\n| 15. | Enter the ending date of travel/expenses in the To field. |\n| 16. | Select expense type(s) from the list to apply them to the expense report.\u003Cbr>Expense report creation can be simplified by using the “One Day” or \"All Days\"checkboxes. If the expense should be copied to all dates in the date range , check the All Days box next to that Expense Type. |\n| 17. | Click the OK button. The expense report populates with expense lines based on the expense types selected. |\n\n\n| Step | Action |\n| --- | --- |\n| 18. | Enter the General Information for the expense report which includes:\u003Cbr>• Business Purpose – Select a Business Purpose from the drop down menu.\u003Cbr>• Report Description-Enter a Description for the travel or expense.\u003Cbr>• Reference – This field is not currently utilized by USG institutions.\u003Cbr>• Destination Location-Enter/Select the location of travel. |\n| 19. | If there are attachments for the expense report, select the Attachments link.\u003Cbr>For more information, see Attaching Receipts to Travel & Expense Transactions Job Aid. |\n| 20. | If users need to update the Accounting Defaults to something other than the Default ChartField Values on the expense profile, click the Actions menu and select Default Accounting for Report. Click GO and edit the Accounting Details as needed. Click OK when finished. |\n| 21. | To populate Expense line details , enter or select the following information:\u003Cbr>• Description (optional): Freeform field where employee can enter additional information related to expense type used.\u003Cbr>• Payment Type: Dropdown menu with predefined categories. Examples include cash, credit card, N/A (e.g. mileage), etc.\u003Cbr>• Amount: Amount of expense line.\u003Cbr>• Billing Type: Is always Internal.\u003Cbr>• Location: Location of the travel or expense.\u003Cbr>• Accounting Details (optional): Displays ChartField information that the expense is being charged to including Amount, GL Unit, Account, Fund, Department, Program, Class, Bud Ref, and Project fields.\u003Cbr>Depending on the expense type selected, additional required fields may display. For example, mileage expense types require mileage entry via the Reimbursable Miles link.\u003Cbr>Once the above line details are completed for an expense, the Add Expense button located on the right of each expense line may be used to add more expense lines if needed.\u003Cbr>Proceed to Step 22 to save or submit the expense report. |\n\n\n","cbCaitXBeCQACiPF","https://ap.wps.com/l/cbCaitXBeCQACiPF","pdf",291868,2,5,"English","en",105,"# Purpose\n# Description\n# Procedure\n## Navigation and template selection\n## Date range and expense types\n## General information and attachments\n## Accounting defaults and expense line details\n## Save for later and submit for approval\n## Summary review and submission confirmation","[{\"question\":\"How can users start creating an expense report from a template?\",\"answer\":\"Users click the NavBar and Navigator, open Employee Self-Service, then Travel and Expenses, choose Expense Report and Create/Modify, verify Empl ID defaults, click Add, and select “A Template” from the Quick Start menu.\"},{\"question\":\"What information is required after selecting a template?\",\"answer\":\"Users enter the date range in the From and To fields, select the applicable expense type(s), then proceed to complete general information such as business purpose, report description, reference (if applicable), and destination location.\"},{\"question\":\"How do users submit an expense report for approval and handle errors?\",\"answer\":\"After completing edits, users choose submit for approval, review the summary, and address any flagged errors. Users then read and acknowledge the State of Georgia submission statement, check the checkbox, and confirm submission in the Submit Confirm window.\"}]","Creating an Expense Report from a Template - Step-by-step Procedure | PDF",1788384488,{"code":4,"msg":31,"data":32},"ok",{"site_id":25,"language":24,"slug":33,"title":14,"keywords":34,"description":15,"schema_data":35,"social_meta":86,"head_meta":88,"extra_data":90,"updated_unix":29},"creating-an-expense-report-from-a-template-step-by-step-procedure","",{"@graph":36,"@context":85},[37,53,68],{"@type":38,"itemListElement":39},"BreadcrumbList",[40,44,47,50],{"item":41,"name":42,"@type":43,"position":11},"https://docshare.wps.com","Home","ListItem",{"item":45,"name":46,"@type":43,"position":21},"https://docshare.wps.com/template/","Template",{"item":48,"name":13,"@type":43,"position":49},"https://docshare.wps.com/template/invoices/",3,{"item":51,"name":14,"@type":43,"position":52},"https://docshare.wps.com/template/creating-an-expense-report-from-a-template-step-by-step-procedure/187621/",4,{"url":51,"name":14,"@type":54,"author":55,"headline":14,"publisher":57,"fileFormat":60,"inLanguage":24,"description":15,"dateModified":61,"datePublished":62,"encodingFormat":60,"isAccessibleForFree":63,"interactionStatistic":64},"DigitalDocument",{"name":9,"@type":56},"Person",{"url":41,"name":58,"@type":59},"DocShare","Organization","application/pdf","2026-09-06","2026-09-02",true,{"@type":65,"interactionType":66,"userInteractionCount":21},"InteractionCounter",{"@type":67},"ViewAction",{"@type":69,"mainEntity":70},"FAQPage",[71,77,81],{"name":72,"@type":73,"acceptedAnswer":74},"How can users start creating an expense report from a template?","Question",{"text":75,"@type":76},"Users click the NavBar and Navigator, open Employee Self-Service, then Travel and Expenses, choose Expense Report and Create/Modify, verify Empl ID defaults, click Add, and select “A Template” from the Quick Start menu.","Answer",{"name":78,"@type":73,"acceptedAnswer":79},"What information is required after selecting a template?",{"text":80,"@type":76},"Users enter the date range in the From and To fields, select the applicable expense type(s), then proceed to complete general information such as business purpose, report description, reference (if applicable), and destination location.",{"name":82,"@type":73,"acceptedAnswer":83},"How do users submit an expense report for approval and handle errors?",{"text":84,"@type":76},"After completing edits, users choose submit for approval, review the summary, and address any flagged errors. Users then read and acknowledge the State of Georgia submission statement, check the checkbox, and confirm submission in the Submit Confirm window.","https://schema.org",{"og:url":51,"og:type":87,"og:title":14,"og:site_name":58,"og:description":15},"article",{"robots":89,"canonical":51},"index,follow",{"doc_id":7,"site_id":25},{"code":4,"msg":5,"data":92},[93,98,103,106,111,116,121,126,130],{"id":94,"doc_module":11,"doc_module_name":46,"category_name":95,"show_sort_weight":96,"slug":97},11,"Presentations",90,"presentations",{"id":99,"doc_module":11,"doc_module_name":46,"category_name":100,"show_sort_weight":101,"slug":102},12,"Resumes",80,"resumes",{"id":12,"doc_module":11,"doc_module_name":46,"category_name":13,"show_sort_weight":104,"slug":105},70,"invoices",{"id":107,"doc_module":11,"doc_module_name":46,"category_name":108,"show_sort_weight":109,"slug":110},15,"Posters",60,"posters",{"id":112,"doc_module":11,"doc_module_name":46,"category_name":113,"show_sort_weight":114,"slug":115},16,"Social Media",50,"social-media",{"id":117,"doc_module":11,"doc_module_name":46,"category_name":118,"show_sort_weight":119,"slug":120},17,"Forms",40,"forms",{"id":122,"doc_module":11,"doc_module_name":46,"category_name":123,"show_sort_weight":124,"slug":125},18,"Letters",30,"letters",{"id":127,"doc_module":11,"doc_module_name":46,"category_name":128,"show_sort_weight":22,"slug":129},21,"Paper Templates","papers-templates",{"id":131,"doc_module":11,"doc_module_name":46,"category_name":132,"show_sort_weight":4,"slug":133},158,"General","general-158"]