Create Custom Business Form Layouts for Expense Reports

Workday delivers a standard business form layout for expense reports called Printable Expense Report
. If the Workday-delivered business form layout doesn't meet your needs, you can customize your own layout.

Create your own XSL stylesheet or design a business form layout using Report Designer. Report Designer is available from Workday Studio and is a layout tool that enables you to define the placement of lines and boxes on the expense report.

Customize your business form layout.

Access the

Create Business Form Layout

task.

Select the

Active

check box.

In the

Resulting Document Expiration Offset (in days)

field, enter the number of days to retain expense reports before they expire. The maximum value allowed is 25,000 days.

Ensure that the expiration offset you specify here complies with your organization's document retention policy. Workday automatically deletes documents after the offset number of days. You can't recover these documents.

Select a business form layout from one of these prompts:

XSL Attachment

Report Design

Select or create a

Custom Report

Add company_logo
for the

Token Name

. You can find this token in your XSL stylesheet or Report Designer business form layout.

Select the

Configure

related action and upload the company_logo
image token.

Associate your custom layout with the print layout of the expense report.

Access either of the

Create Expense Report Print Layout

Edit Expense Report Print Layout

tasks.

Select an option from the

Business Form Layout

prompt.

Select the

Include Company Logo

and

Include Receipt Attachment Page

check boxes.

(Optional) Include financial messages for Expense Report
business documents.

When workers print expense reports, we use the business form layout you've customized instead of the Workday-delivered layout.