Creating a Payable Invoice or Credit Note from a Single Expense Report

To create a payable invoice or credit note from a single eligible expense report:

1. Click the Expense Reports tab.
2. Open the expense report that you want to create a payable invoice or credit note from.
3. Click Create Payable Invoice or Credit Note. If the expense report is eligible for creating a payable invoice or credit note, a confirmation message displays. If the expense report is not eligible, a list of errors displays. If that happens, do the following:
1. Click Close.
2. Fix each error.
3. Perform this step again.
4. Click Create. Once the payable invoice or credit note is created, a success message displays.
5. [Optional] Click the name of the payable invoice or credit note to open it.