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Create an Expense Report

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

Written by Marie-H

Once an expense is available in the Expenses tab, you need to assign it to an Expense Report before you can submit it for approval.

You can create the report from different locations:

From the Expenses tab

  1. Go to the Expenses tab in the Expense Reports folder.

  2. Click the Report dropdown menu on the right hand of any expense.

    Report field in the Expenses tab.

  3. Click Add Report.

  4. On the next screen, you can enter:

    • A Report Name

    • A Report Date

    • Any relevant Notes

  5. When you're done, click Add.

From the Actions dropdown

You can also create a new report from the Actions dropdown within the Expenses tab when assigning multiple expenses.

  1. Go to the Expenses tab in the Expense Reports folder.

  2. Tick the check boxes to the left to select one or several expenses.

  3. Click Actions, then Assign to Report.

  4. Click New Report.

  5. Assign a Report Name.

  6. Select a Report Date.

  7. Click Assign.

    This will create the report and assign the expenses to it at once.

Option "Assign to Report" from the Actions dropdown.

Create a new report when assigning expenses.

From the Reports tab

  1. Go to the Reports tab in the Expense Reports folder.

  2. Click Add New Report.

  3. Add

    • A Report Name

    • A Report Date

    • Any relevant Notes

  4. Click Add

Next steps

This report is now available from the dropdowns and in the Reports tab when you need to assign an expense to an Expense Report.

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