How to Submit an Expense Report
Submitting Expense Reports
Follow these steps to submit an expense report for reimbursement.
Step 1: Navigate to Expenses
- Log in to your Automate America account
- Go to Dashboard > Expenses
- Click New Expense Report
Step 2: Enter Expense Details
Fill in the required information:
Field
Description
Example
**Title**
Brief description of expense
Travel to client site
**Amount**
Total dollar amount
$245.50
**Category**
Type of expense
Travel, Equipment, Materials
**Date Incurred**
When the expense occurred
January 15, 2026
**Contract**
Associated contract (if applicable)
ABC Corp - Automation Project
**Description**
Detailed explanation
Round-trip mileage to client facility for PLC installation
Step 3: Attach Receipts
- Click Add Receipt
- Upload a clear photo or PDF of your receipt
- Ensure the receipt shows:
- Vendor name
- Date of purchase
- Itemized costs
- Total amount
- Repeat for multiple receipts if needed
Step 4: Review and Submit
- Double-check all information for accuracy
- Click Submit for Approval
- You'll receive a confirmation email
Tip
Submit promptly - don't wait; submit expenses within a few days of incurring them.
Was this article helpful?
Still have questions?
Contact Support