Once you have uploaded your expenses to the Expense Reports folder in AutoEntry you will need to code them and add them to an Expense Report.
You will find your individual expenses in your inbox as shown below:
You can click the view button to check the extraction as well as select an expense category and add to a report. (You can also select these in the inbox view)
Once you click the Report dropdown menu, you will have the option to select any previously created report or add a new report:
If you choose to add a new report you will be greeted by the below screen, where you can enter your Report Name, select a Report Date, and leave any relevant Notes:
After clicking Create Report, your expense will automatically be assigned to this report. Once you have assigned all relevant expenses to this report you will just need to submit this report to be approved.
To submit your report you will need to do the following:
Go to the reports tab and view your report
2. Once you are happy that you have added all relevant expenses you will just need to click the submit button
The status of your report will change to pending as you wait for your assigned Approver to approve it.
And that's it! If you would like to learn more about how our Expense Report folder works you can read our overview article by clicking here.