How to Submit Expenses in a Report
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:
Mobile app (iPhone & Android): Go to the Report Overview and tap the + sign.
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:
From the report:
Open your report.
Tap the + icon.
Select the expenses you want to include.
Tap Add to confirm.
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.
Open means you can still add, edit, or remove expenses.
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.