The first step to filing your expenses is to create a new report.
1. Select the Expense button on the top bar of Clarcity
2. Select My Expense Reports in the upper left corner of your screen
3. Select New Report
4. Enter a title for your report. The title should be easy for you and the manager approving your report to remember.
5. Enter the business purpose and the destination/location for this report. The business purpose might include clients you visited, projects you worked on, business objectives that you accomplished, or other information to justify your expenses. You can add a different business purpose or destination for individual expenses later in the report.
6. Your company may have added Cost Centers.to Clarcity. Cost Centers allow your company to gain more visibility into how travel and entertainment funds are being spent. Common examples of Cost Centers include clients, departments, or office locations. Mandatory Cost Centers are denoted by a * symbol next to the title. Be sure to fill in any mandatory Cost Centers and select Next.