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FAQs

How can I include expenses to an expense report?

In order to include an expense to an expense report, please follow the steps provided below:

  • Click on the expense entry which you would like to include within an expense report.
  • Click on the Add to Report button.
  • Add your expense to an already existing report, or create a new one by clicking + Add New Report.

Other ways of including expenses to an expense report:

Including expenses from expense report details:

  • Click on the Reports section on the left sidebar.
  • Select the report to which you want to add the expense.
  • An Unreported expense(s) button will be visible on the expense details section of the page.
  • Click on the button to see and add the list of unreported expenses which you would like to add to the report.
  • If you wish to include a new expense, click on the New Expense button on the expense details section of the page, and add a new expense by filling the necessary information.  

Including expenses while editing a report:

  • Click on the Reports section on the left sidebar.
  • Select the report to which you would like to include a new expense, and click on the Edit button present on the top left corner.
  • Now, your expense report will turn into an editable form.
  • Click on the Unreported Expense(s) button to add an already created expense, or click on the New Expense button to create and add a new expense.  

Note: If an expense is already associated with an export report, you can still add it to another report by selecting the expense and clicking on the option Change to Report.

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