Linking Reports is useful to associate multiple expense reports that are related.
For example, if company policy is to create separate expense reports Hotels and Car Rentals, but both are from the same trip to New York, you may link them in order to view the trip expenses together.
How to Link Reports:
- Go to Expenses.
- Select a Report.
- Go to Actions.
- Select Link.
- In the Link Report, type the Report ID/Name and Notes.
- Select Apply.
- You can view the linked reports by going to the Linked To column and it will show the Report ID.
- Once you click the Report ID, you can view the Detail Report By Line for the linked reports.
Use the T&E Access Rights to give Linking access to the following user types:
| Allow Approval to Link Reports | Provides access to the approver to link reports |
| Allow Proxy to Link Reports | Provides access to the proxy to link reports |
| Allow Owner to Link Reports | Provides access to the owner to link reports |