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Create an Expense Report
Create an Expense Report

How to create a new Expense Report to assign added expenses to.

Oliver Cook avatar
Written by Oliver Cook
Updated over 9 months ago

When you upload an expense you need to assign it to an Expense Report, which you can then submit for approval.

  1. From your Inbox, click the Report drop-down menu on the right-hand of any expense.

  2. Click Add Report.

  3. On the next screen, you can enter:

    • A Report Name

    • A Report Date

    • Any relevant Notes
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  4. When you're done, click Add.

This report is now available for you to add expenses to via the 'Report' drop-down menu in the Inbox when you want to assign an expense to an Expense Report.

📌TIP: You can also create a new report when assigning multiple expenses.

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