After you have created and saved your expenses, you will need to add them to an expense report in order to submit them for approval. You can add the expenses to a report easily from your Dashboard or the My Expenses page.
Read through the article to find out how to add your expenses to an expense report:
Add Expenses to a Report via Dashboard
On your Dashboard, under the Tasks section, you will find a list of actionable items that require your attention. Your unreported expenses will be visible under this section.
Click on Add to Report in order to start the process of adding your expenses to a report.
From the Add to Report box that appears, you can choose to add the expenses to an Existing Report or create a New Report
Existing Report: This option allows you to add expenses to a report that has already been created and is in the draft, reported, or sent-back stage. On selecting Existing Report, you can choose which report to add the expenses to from the drop-down menu under Report. You can also manually deselect any expenses using the checkbox.
New Report: This option allows you to instantly create a new report. On selecting New Report, you can choose the type of report and enter a new Report Name. You can also manually deselect any expenses using the checkbox.
You can select Save Report/Save Draft in order to add the selected expenses to the report and keep it in draft or select Submit Report in order to add expenses to the report and submit it for approval right away
Add Expenses to a Report via My Expenses
Click on Expenses from the left sidebar and click on the Unreported tab.
You will see a list of expenses that are ready to be added to a report. Select the required expenses using the checkboxes. Once you have selected the required expenses click on Add to Report.
Add Expenses to a Report Directly
You can add expenses to a report directly from the report view. Click on the report to which the expenses need to be added. In the report view, click on Add Unreported Expenses.
If you need to create a new expense to add to the report, click on the drop-down arrow and select Add new expense. This will open a new expense form and save the expense directly into the report.
Add Expenses to a Report while Creating the Expense
While creating an expense you can add it to a report right away.
While filling in expense details in the expense form, under the Add to Report field you can select the report name the expense needs to be added to. The expense will be saved in the selected report.
Following any of the mentioned methods, you can easily add your expenses to expense reports and submit them for approval.
To learn more about creating reports via the mobile app, click here.