Is it possible to merge reports?

tstickney

How do I merge/combine reports? For instance someone submitted expenses at different times on the app and it automatically created multiple reports. I need to combine and submit them as one.

Sheena Trepanier

UPDATE: A customer has created an Idea thread for merging reports. If you'd like to see the functionality added please visit here and vote in favor of the feature!

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I don't believe an Idea has been posted for merging reports. If you think this would be beneficial for you and other Expensify users, please add your thoughts and use case as a discussion post in the Idea category.

@tstickney -- This is a great question which @Aussiebandit provided a perfectly correct answer to. There is not a way to merge reports in Expensify, but there are a few easy ways to transfer expenses between reports when you need to combine them.

The first would be from the expense details at the line item level. In the details, you can quickly assign an expense to any existing report, and then use the arrow in the top right to move to the next expense on the report. (Below)

Another option is to delete one of the two reports you need to combine. Then, from the 'Expenses' tab, you'd check the box to the left of each Unreported or Open expense you want to add to the existing report and click 'Add to Report'. (Below)

Cheers!

tylerzoll

I drew up some screenshots of how this could work on my idea post here:

https://community.expensify.com/discussion/276/2-click-report-merge/p1?new=1

Love to get your thoughts and ideas. Also, I have no idea how a person would vote for this feature so if anyone knows, that would be great.

Aussiebandit

Hi @tstickney I don't believe there is a way to merge/combine expense reports. I think you will have to get the person to remove all the expenses from all the reports and then start again.

tylerzoll

I really wish this was some functionality that could be added in. I think it would help a significant portion of my users.

8lackie

Yes, to merging reports, I have two from the same month. I don't want to start over . It would help to be able to combine them

Sheena Trepanier

@tylerzoll -- Thanks for linking your idea! I took a peek and it was set up as a discussion post instead of an Idea post, so the voting wasn't available. I switched the post type (no changes were made) which added the voting tally.

Thanks!

Rahhb

This is great. I cant see where to vote for this, but cast my vote here if it counts! If there's another way to upvote this, please let me know.

Sheena Trepanier

If you'd like to vote in favor of this idea, you can find the post here.

Cheers!

BruceRiv68

I totally agree with being able to merge reports. I hate having to print multiple checks .

Conor Pendergrast

Thanks for the insight, @BruceRiv68 ! It sounds like you export reports to an accounting system, are you exporting to QuickBooks Online, QuickBooks Desktop, or another accounting system?

Counterstrain

Yes please! In our case, we get receipts coming from all directions. Some from the submitter, some sent to me directly. I'm swimming in a sea of receipts and I can't simply re-assign an expense, there are only so many options. A drag and drop report feature is more what we need. If I have three employees teaching a course that takes multiple trips. I need them to be able to scan and submit but all the travel I book for them that comes to my email should be able to drag and drop into the "Course" expense report. Right now we use spreadsheets and it's literally been 10x faster to just scan receipts and keep a tally in a spreadsheet.

Sheena Trepanier

@Counterstrain, thanks for sharing! Don't forget to head to this Idea posted by another customer so we can accurately track the support for this feature.

Thanks!