How to Submit an Expense Report

Submitting Expense Reports

Follow these steps to submit an expense report for reimbursement.

Step 1: Navigate to Expenses

1. Log in to your Automate America account
2. Go to Dashboard > Expenses
3. Click New Expense Report

Step 2: Enter Expense Details

Fill in the required information:

Step 3: Attach Receipts

1. Click Add Receipt
2. Upload a clear photo or PDF of your receipt
3. Ensure the receipt shows:

• Vendor name
• Date of purchase
• Itemized costs
• Total amount

1. Repeat for multiple receipts if needed

Step 4: Review and Submit

1. Double-check all information for accuracy
2. Click Submit for Approval
3. You'll receive a confirmation email