the Connection
Expense Report

End-of-Year Expense Reports

Team members may be submitting 2019 expenses in January; if this is the case, remember to use a 2019 date in the Expense Report Date field. Why? Because the dates associated with each expense report line do not determine the posting date. Therefore, if you use an expense report date of 1/1/2020 but use 12/31/2019 (or any other 2019 date) for each expense report line, the expense report will still be recorded in 2020. Additionally, if you are submitting expenses for both 2019 and 2020, create a separate expense report for each year. This will help ensure TW properly categorizes and processes expenses.