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Add comments to expense reports

Learn how to add comments to expense reports.

Andrew Banta avatar
Written by Andrew Banta
Updated over a week ago

Comments on expense reports allow managers, admins, and finance to effectively communicate to employees questions or corrections that they may need to make to their expense report, prior to providing approval.

If your company has expense report comments enabled, when viewing an expense report you may add a comment by typing in the comment field located on the right side of the screen in the Activity panel.

Alt text: Manage, Specific report page, showing the activity panel on the right side of the page, including a comment being added

Figure 1. Add a comment in the comment field in the Activity panel

You can send comments to employees who have submitted expense reports, additionally, if you return an expense report, there is a comments field in the dialogue box that appears:

Alt text: Reject Report dialogue, including a comment in the Add Comment field explaining why the report was rejected

Figure 2. Add comment field in the Reject Report? dialogue

Leaving a comment is optional, but it can help employees understand why an expense report was returned, and what they may need to do in order for it to be approved once they submit it again.

Comments appear on the right side of the screen, along with the last action:

Alt text: Manage, Specific report page, showing the activity panel on the right side of the page

Figure 3. Expense report page, comment list in the Activity panel

The employee can then make the necessary adjustments, and resubmit the expense report.


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Publish date: July 19, 2022

Last update: December 27, 2024

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