---
title: How to create an expense report and send it to Human Resources
description: Learn how to create an expense report in Sequence ERP and send it to the HR department quickly and easily for fast and compliant processing.
---

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# How to create an expense report and send it to Human Resources

## Left menu \> My Space \> Expenses

1\. Click on the **My Space** section in the left side menu.

![creerunrapport01](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport01.png?width=688&height=387&name=creerunrapport01.png)

2\. From the options displayed, select **Expenses**.

![creerunrapport02](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport02.png?width=688&height=387&name=creerunrapport02.png)

3\. Go to the **My Reports** section.

![creerunrapport03](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport03.png?width=688&height=387&name=creerunrapport03.png)

4\. In the My Reports section, click the **New Report button**.

![creerunrapport04](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport04.png?width=688&height=387&name=creerunrapport04.png)

5\. Enter the **name** of your report. A **reference number** will be assigned to this report by default.

![creerunrapport05](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport05.png?width=688&height=387&name=creerunrapport05.png)

6\. To finalize the report creation, click **Confirm**.

![creerunrapport06](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport06.png?width=688&height=387&name=creerunrapport06.png)

7.Now, go to the section where **expense receipts** have been uploaded to indicate which ones belong to the newly created report.

Click on **My Expenses**.

![creerunrapport07](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport07.png?width=688&height=387&name=creerunrapport07.png)

8\. Click on the **three dots** and select the **Process Expense** option for the expense you want to add to the report.

![creerunrapport08](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport08.png?width=688&height=387&name=creerunrapport08.png)

9\. Select the report you created from the **Reports dropdown menu**.

![creerunrapport09](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport09.png?width=688&height=387&name=creerunrapport09.png)

10\. You can also add a new report directly from an expense by clicking the **Add a New Report link**.

![creerunrapport10](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport10.png?width=688&height=387&name=creerunrapport10.png)

11\. Click **Validate and Continue** if you want to keep processing and adding more expenses to the report, or click the arrow and select **Validate** **and Finish**.

![creerunrapport11](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport11.png?width=688&height=387&name=creerunrapport11.png)

12\. Return to the **My Reports** section.

![creerunrapport12](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport12.png?width=688&height=387&name=creerunrapport12.png)

13\. Click on the **report you want to view**. The details will appear on the right.

![creerunrapport13](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport13.png?width=688&height=387&name=creerunrapport13.png)

14\. On the right, you can see the expenses added to this report and add new ones by clicking the **Add Expenses to Report button**.

![creerunrapport14](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport14.png?width=688&height=387&name=creerunrapport14.png)

15\. You can review the **report history**.

![creerunrapport15](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport15.png?width=688&height=387&name=creerunrapport15.png)

16\. You can also send and receive **comments** from Human Resources.

![creerunrapport16](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport16.png?width=688&height=387&name=creerunrapport16.png)

17\. Clicking on the **three dots** will show the **Edit and Delete** options.

![creerunrapport17](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport17.png?width=688&height=387&name=creerunrapport17.png)

18\. **Edit** allows you to rename the report, while **Delete** permanently removes the report but keeps the added expenses.

![creerunrapport18](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport18.png?width=688&height=387&name=creerunrapport18.png)

19\. To send the expense report to Human Resources for validation or rejection, click the **Send Report** button.

Expenses must always be sent within a report; they cannot be sent individually.

![creerunrapport19](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport19.png?width=688&height=387&name=creerunrapport19.png)

20\. A window will notify you that once sent, the report can no longer be modified. Click **Confirm** to proceed.

![creerunrapport20](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20espace/creerunrapport20.png?width=688&height=387&name=creerunrapport20.png)

 

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