To submit your expenses for approval, they first need to be grouped into a report. Reports make it easier for your manager or finance team to review and approve everything in one place.
Create a New Report
You can create a report from both the mobile app and the website:
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Mobile app (iPhone & Android): Go to the Report Overview and tap the + sign.
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Website: Go to the Report Overview and click New Report.
Default name: Reports are automatically named Expenses [current month].
You can also give your report a custom name, such as Business Trip to New York.
Add Expenses to a Report
There are several ways to add expenses:
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From the report:
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Open your report.
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Tap the + icon.
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Select the expenses you want to include.
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Tap Add to confirm.
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While creating a new expense:
You don’t need to wait until the end of the month. When you create an expense, you can immediately assign it to an existing report or create a new one on the spot.
Report Status
After creating a report, you’ll find it in your Report Overview with the status Open.
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Open means you can still add, edit, or remove expenses.
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Once all expenses are included, you can move on to submitting the report.
👉Learn more:The Status of a Report.
Next Step: Submit Your Report
When you’re finished adding expenses, the next step is to submit the report for approval.
👉 Read our guide: How to Submit a Report.