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Creating and Submitting a Draft Expense Report
Creating and Submitting a Draft Expense Report

What is an expense report? How can I create a draft expense report? How can I submit a draft expense report?

Written by Meeha Tewari
Updated over a week ago

Once you have added all your expenses to Fyle, you can create an expense report to submit the expenses for approval. An expense report puts together all the expenses that you want to submit for approval. To submit any expense on Fyle, you have to submit it as part of an expense report.

Create a draft expense report

Go to Expenses from the left panel. Select the Unreported tab. This section includes all your expenses that have not been included in any expense report yet.

Select an expense or multiple expenses that you want to include in the expense report and click on Add to Report.

Select an Existing Report or create a New Report to add your selected expenses. If creating a new expense report, you can add name the expense report in the Report Name. You can view the selected expenses that you are going to add to the expense report.

Finally, Submit Report if you wish to send your expenses for approval to your approver. In case you don't want to submit your report yet and wish to edit it or add more expenses to it later, you can choose Save as Draft instead.

Note: Your approver or admin will not be able to take any action on your expense reports which are still in a Draft state.

Actions on draft expense reports

Here's a list of actions you can take to review the details of your draft report before you submit it for approval:

You can edit the name of the report by clicking on Edit, right next to the report name.

You can View, Edit and Remove each expense from the report.

You can select all the expenses at once and,

  • Add a common comment on all expenses by clicking on Add Comment (or)

  • Remove all the added expenses by clicking on Remove

Submitting a draft expense report

There are 2 ways of submitting a draft report.

You can click on Submit on the View Report page to submit the draft report.

Alternatively, you can select the draft report from the My Reports page and click on Submit Reports to submit it.

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