Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Expense Report Print Layouts

Create Expense Report Print Layouts

  • To include images for a company logo, customize the Workday-delivered business form layout.
  • Security:
    Set Up: Expenses Processing
     domain in the Expenses functional area.
You can define layouts for printed PDF expense reports.
  1. Access the
    Create Expense Report Print Layout
     task.
  2. Select 1 or more companies.
    Each company can only have 1 expense report print layout.
  3. If you require more flexibility than the delivered expense report print layout, use a
    Custom Business Form Layout
    .
  4. (Optional) Select
    Include Company Logo
     and
    Include Receipt Attachment Page
    .
    The company logo generates from the Workday-delivered expense report layout or custom layout you optionally used.
    Workday automatically includes quick expense receipts to the expense reports attachment page, and workers can import scanned receipt images for .PNG, .JPEG, .GIF, and .BMP file types.
  5. (Optional) Select or create financial messages.
    Financial messages display on each expense report you generate with this layout. You can include up to 3 financial messages.
Workday automatically uses the print layout when workers:
  • Select the
    Print
     related actions menu item of the expense report.
  • Print when viewing an expense report.
Workday doesn't use the custom print layout when workers print expense reports from the preview window of an expense report.
Create expense reports.