Expense reports gather your individual expenses into a single document for submission and approval. Fyle offers seamless expense report creation and submission on both the web and mobile platforms. This article provides a comprehensive guide to managing your expense reports.
Web App
Adding Expenses:
From the Expenses Section: Go to Expenses, select the Unreported tab, choose your expenses, and click Add to Report. Select an existing report or create a new one.
During Expense Creation: Directly add an expense to a report while creating it by selecting the report name in the Add to Report field on the expense form.
Creating a New Report: When adding expenses, if you choose to create a new report, enter a descriptive name for it.
Reviewing and Submitting: Review the expenses in the report. Add or remove expenses as needed. Click Submit Report when ready.
Mobile App
Creating a Report:
From the Expenses Tab: Select the expenses you want to include, then tap Create New Report. Enter a report name and tap Submit Report or Save as Draft.
From the Dashboard: Tap the + (plus) icon, then choose an expense creation method (Capture Receipt, Add Manually, etc.). After creating the expense, you can add it to a report.
Adding Expenses to a Report: In the Expenses tab, select the expenses and tap Add to Report. Choose the report you want to add them to.
Submitting an Expense Report: In the Reports tab, find the draft report and tap it. Review the expenses and tap Submit Report. You can also submit directly from the Expenses tab after creating a new report.
Resubmitting Reports
If an approver sends back your report, you'll need to resubmit it after making corrections.
Mobile App: Open the report in the Reports tab. Review the comments under the Comments tab. Switch to the Expenses tab, tap an expense to edit it, and tap Save. After making all necessary changes, tap Resubmit Report.
Web App: Open the report, review the comments, edit the expenses, and click Resubmit.