How do I create a report from my scanned receipts?

Irish_37Irish_37 Expensify Customer Posts: 1 Expensify Newcomer
edited January 2019 in Day to Day

I have my receipts scanned in from my mobile app now I am on my computer and trying to create a report for the months receipts. I see all of my receipts I just cant figure out how to get them in report form.
Please help.

Best Answer

  • Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,316 Expensify Team
    edited August 2018 Accepted Answer

    Hi @Irish_37 - happy to help with this! The easiest way to get your expenses into a report is to select them from the Expenses page and then use the "Add to Report" dropdown. (Below)

    Another helpful feature that you might want to use is Scheduled Submit. With this feature we automatically add expenses to a report according to the schedule you set. If you want monthly reports, you'd see expenses file onto a report for a month long period of time. After that we'd submit the report for you and start a new report for the next month.

    You can learn more about this in our Help Center here.

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