Fyle

As an admin, you can create reports on behalf of your employees. You can select the expenses that need to be added to the report. Once created, the employees will be automatically notified about the report creation. 

In order to create reports on behalf of your employees, go to Company Expenses page.

You can filter expenses by employee using the drop-down menu under the Employee box. Or, you can also select expenses from different employees, reports will be created for each employee with their respective expenses. 

Select the required expenses that need to be added to a report using the checkboxes.

Once selected, click on the Create Report button on the right-hand side. NOTE: Expenses in the Incomplete state cannot be added to a report.

A pop-up box will notify you of the number of expenses that are selected and the number of employees that will be notified about the report creation. 

Click on Create Report to proceed.

Reports for the selected expenses will get created and submitted for approval automatically. 

You can find these reports under the Reports section in the Approval Pending tab.

1. In order to create reports on behalf of your employees, go to Company Expenses page.
2. You can filter expenses by employee using the drop-down menu under the Employee box. Or, you can also select expenses from different employees, reports will be created for each employee with their respective expenses. 
3. Select the required expenses that need to be added to a report using the checkboxes. 
4. Once selected, click on the Create Report button on the right-hand side. NOTE: Expenses in the Incomplete state cannot be added to a report. 
5. A pop-up box will notify you of the number of expenses that are selected and the number of employees that will be notified about the report creation. 
6. Click on Create Report to proceed.
7. Reports for the selected expenses will get created and submitted for approval automatically. 
8. You can find these reports under the Reports section in the Approval Pending tab.

This article covers how an admin can create and submit expense reports on behalf of any employee.