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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 a month ago

Once an expense is ready and available in the Expenses tab, you can assign it to an Expense Report, which you can then submit for approval.

You can create the report from different locations:

From the Expenses tab

  1. Go to the Expense Reports folder

  2. Go to the Expenses tab

  3. Click the Report drop-down menu on the right-hand of any expense.

  4. Click Add Report.

  5. On the next screen, you can enter:

    • A Report Name

    • A Report Date

    • Any relevant Notes
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  6. 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.

From the Actions drop-down

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

From the Reports tab

You can create a report from the Add New Report button in the Reports tab.

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