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Request Consolidate Report

Request Consolidate Report

Consolidate Report functionality allows report owners and proxies to request a easy to read PDF that combines report receipts to a selected report. It can only be used with reports that have attachments.

  1. Click on Expense
  2. Click the attachment icon on the line of the expense report where you would like to consolidate attachments.  
  3. Click Request Consolidate Report.
  4. Email will default to your email set up on your profile.
  5. Check the Send Notification box if you want to send a notification email confirming that your request has been processed.
    If the email is provided, you will receive email notification when the report is ready.
  6. Click Request. Your request is now waiting for processing. 
  7. Click the refresh button on the right side of the Receipts for Report window. 
  8. The consolidate report will show up momentarily with the report chosen along with all the attachments.


To Request Consolidate Report within the expense report

  1. To access the Request Consolidate Report option access the report by clicking on the report ID.
  2. Click on Actions Icon 
  3. Click on Request Consolidate Report


       4. Email will default to your email set up on your profile.

       5. Check the Send Notification box if you want to send a notification email confirming that your request has been processed.
       If the email is provided, you will receive email notification when the report is ready.

       6. Click Request. Your request is now waiting for processing. 

               



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