Creating an Expense Report (Desktop)

This Job Aid will guide you through the process of creating an Expense Report in Workday.

If you have not already done so, you must first assign a Direct Deposit account for your expense reimbursements. Instructions to complete this process are available on the Job Aid: Expense Payment Election.

If you start an expense report prior to assigning your Direct Deposit, you will need to cancel your current expense report and start over. If you do not, you will receive an error when submitting.

Finish Line’s Travel and Expense Policy is available on Connect- Simply search for “Travel and Expense Policy”.

Contingent Workers are not eligible to submit expenses.

Step	Action

Step	Action
1.	Once logged into Workday, open the Expense Management Dashboard.
2.	On the right hand side of the screen, under the Actions box, click Create Expense Report.
3.	Enter the Week Ending date under Expense Report Date. Validate the desired Company to charge. (Note: The Company selected must match the Cost Center charged. If you need to charge to multiple companies, multiple expense reports need to be created.) Validate the desired Cost Center to charge. Additionally, any Expenses you have saved from your mobile device that have not yet been attached to an Expense Report will be available for quick select. When complete, click OK.
4.	To add an expense, click Add. A drop down will appear in which you will need to choose to add a new expense or pull in a quick expense previously created on mobile.
5.	When adding expenses, select the Expense Item that best matches your expense. Follow the on-screen instructions. Expense date Total Amount Business reason (listed under memo) and scans/pictures of your receipts are required and will be reviewed. Note: If the expense needs to be charged to another department, select the desired department under Cost Center. If the department is not available, then you may not have selected the correct company in Step #3.
6.	To add another expense, click Add. If you anticipate additional expenses later in the week, click Save for Later. If you are finished with Expenses for the week, click Submit.
7.	Your Expense Report has been sent to your Manager for review. If approved, your expenses will be reimbursed on the next payroll run. You can view the status of your Expense Report from the Expense Management Dashboard > My Expense Reports.

Questions about your pay? First, speak with your manager. Still have questions? Reach out to the HR Service desk via submitting a Jira ticket.