Keeping track of your submitted expense reports is essential, and ITILITE makes it incredibly easy to download them for your records or for sharing. You can quickly access and download any report, whether it's a draft, submitted, or approved report, in your preferred format.
Table of Contents
Step-by-Step Guide
Follow these steps to download your submitted expense report:
- First, log in to the ITILITE Expense portal and navigate to the Expense Reports section.
- From the Expense Reports view, locate the specific report you wish to download. You can browse through your All Reports list, which includes reports in various states like Draft, Submitted, Approved, and Paid. Click on the desired report to open its detailed view.
- On the report details page, click the Download report button. This button is typically found at the top right of the page. After clicking, you will be prompted to choose your preferred download format: PDF for a printable version or XLSX for a spreadsheet. Select PDF to proceed with downloading your report in a comprehensive, easy-to-read format.
- Once you've selected the format, the system will generate the file and initiate the download to your computer. You'll then have a complete record of your expense report, including all line items, amounts, and approval information.
Pro-Tips & Guardrails
NOTE: The Download report feature is versatile! It works for reports in various states, including Draft, Submitted, Approved, and even Sent back reports. The downloaded file will always reflect the current state of the report, ensuring you have the most up-to-date information. This functionality also fully supports reports containing per diem expenses, providing a consistent experience across all expense types.
PRO-TIP: If you encounter a blank report page or experience issues during download, first ensure that the report actually has expenses linked and was created or submitted correctly. If errors like "Something went wrong" or an internal server error persist, please retry the download. For continued issues, reach out to ITILITE Support for personalized assistance.
Verification & FAQs
Upon successful completion of the steps, the selected report file (PDF or XLSX) will automatically download to your device. You may also see a brief notification or toast message confirming that the download has started or completed.
A: ITILITE offers two convenient formats for downloading your expense reports: PDF and XLSX. PDF provides a comprehensive, printable version with all details, while XLSX delivers the data in a spreadsheet format for easy analysis.
Q: Can I download reports that are still in Draft or have been Approved?
A: Absolutely! The Download report button is available for reports in all states, including Draft, Submitted, Approved, and even those that have been Sent back. This ensures you can access your report data at any point in its lifecycle.
Q: What if the downloaded report shows incorrect amounts or old information?
A: The downloaded report is designed to reflect the current state of your report accurately. If you notice any discrepancies, such as incorrect approved amounts or missing updated figures, this indicates a rendering issue. Please contact ITILITE Support with details so we can investigate and resolve it promptly.
Q: I received an error like "Something went wrong" when trying to download. What should I do?
A: If you encounter an error during the download process, first try retrying the download. Also, ensure that the report you are trying to download has expenses linked and was properly created or submitted. If the issue persists, please reach out to ITILITE Support for assistance.
Q: Does this download process work for reports containing per diem expenses?
A: Yes, the process for downloading reports with per diem expenses is exactly the same as for standard expense reports. Simply navigate to the report details page and use the Download report button to get your file in PDF or XLSX format.
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