Evo Navigator is the home screen you see when you log in to Access Evo. Quick Sections are panels on Evo Navigator that show live information, so you don't need to complete a form or open another part of the system.
You can use the Expense Reports quick section to see every expense report you've submitted, with its name, date, total and approval status, and start a new report. Reports only appear here after you create them with the Submit Expense quick action.
Show Expense Reports on Evo Navigator
Expense Reports doesn't appear on Evo Navigator until you add it. You can add it from Quick Sections Preferences:
Click Quick Sections Preferences in the Quick Sections area of Evo Navigator.
Enter Expense Reports in the Search bar, or select PeopleHR in the product filter.
Select Expense Reports to add it to Evo Navigator.
Understand the Expense Reports section
The section shows these details for each report:
Element | What it shows |
Report count | The number of expense reports you've submitted. |
Name | The name you gave the report. |
Date | The date you submitted the report. Click the column header to change the order. |
Amount | The total of all expenses in the report. |
Status | Pending, Approved or Declined, as a coloured badge. |
Actions | Options for the report, such as viewing it, editing it while it's still a draft or withdrawing it. |
Pencil icon | Renames the section to match your organisation's terms. |
Expand icon | Opens the section in a larger view. |
Find a report
You can search, filter and sort your reports:
Enter a report name in the Search for report field to filter the list as you type.
Select a status in the All Statuses list to show only those reports.
Select Date newest first or Date oldest first in the Sort by list.
Each report has one of these statuses:
Status | What it means |
Pending | You've submitted the report and your manager hasn't approved it yet. |
Approved | Your manager has approved the report. |
Declined | Your manager has declined the report. |
Create a report
You can start a new expense report without leaving the section:
Click + Create new report at the top right of the section.
The Submit Expense quick action opens, ready for you to create a report and add expenses.
đ Note: Reports you create here go through the same approval process as reports from the Submit Expense quick action.