The expense screens in Bullhorn Time & Expense (BTE) have a new look. If your dashboard looks different from what you remember, you're in the right place — nothing is wrong with your account. This article walks you through creating and submitting an expense report in the updated system.
BTE moved to a new, more guided expense experience. Instead of building a report inside a separate pop-up window, everything now happens on the Expenses tab of your dashboard. Your existing reports are still there and were not lost in the update.
Your receipts live in the Receipt Bank on the Expenses tab. There are two ways to get them there:
Upload from your device
- Go to the Expenses tab on your dashboard.
- Next to the Receipts heading, click Add.
- Select your receipt file and click Open. It will appear under the "Uploaded" heading, ready to attach.
Email your receipt in
- Snap a photo of your receipt.
- Email it as an attachment to expenses@peoplenet-us.com. It will appear in your Receipt Bank within a few minutes.
Email it from an approved address. If you email a receipt from an address that isn't on your approved list, it won't show up — and you won't get an error message. To add your email: Expenses tab → blue arrow next to View Receipts → in the Need Help? section under Email Images, click Manage Email Addresses → type your email → click Add.
Accepted file types: .jpg, .jpeg, .png, .gif, .tif, .pdf — and each file must be under 4 MB.
- On the Expenses tab, next to Expense Reports, click Create.
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Fill out the fields:
- Report Name — a unique name (for example, "ABC Client On-Site Visit – Week of 5/4").
- Client Assignment — choose your assignment from the drop-down.
- Week Ending — select the week the expense falls under.
- Click Create.
Double-check before you save. Once the report is created, you can't change the Client Assignment or Week Ending. If either is wrong, you'll have to delete the report and start over — so slow down on this step.
- Click Add Expense.
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Attach a receipt:
- Already uploaded? Click Browse Available Receipts and pick it from your Receipt Bank.
- Not uploaded yet? Click Back to Receipt to upload it now.
- Enter the Transaction Date.
- Select the Expense Type (Meals, Mileage, Lodging, etc.).
- Fill in any additional fields — these vary depending on the expense type you chose.
- Adding another expense from the same receipt? Click Add Expense again. Otherwise, click Save Expense.
Don't have a receipt? If you submit without one, a Missing Receipt Declaration may attach automatically to keep you compliant. Always attach the real receipt once you have it.
- Click Submit Report.
- On the confirmation pop-up, click Confirm and Submit.
Your report routes to your client manager for approval. You can track its status from your Expenses tab.
Need to make a change? You can edit a saved or submitted report any time up until it's approved: Expenses tab → blue arrow next to View Reports → Edit this Report.
The Expenses tab shows your report totals by status at a glance. Click the blue arrow next to View Reports for the full list. Here's what each status means:
To view, sort, or clean up your receipts: Expenses tab → blue arrow next to View Receipts. From there you can toggle between Images and File Name view, sort by upload date or alphabetically using the filter button, and delete receipts by clicking Select, choosing them, then Delete.
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