Grouping Expenses together?

Keyworth

Is there a way to group expenses together, something like a folder that could contain all expenses related to a trip (e.g., flights, parking, meals, lodging). Although I am new to Expensify, it looks like each item is listed separately along with other unrelated expenses.

Sheena Trepanier

Hi @Keyworth, this is a great question and thanks so much for asking! In Expensify, you'll use reports to group expenses according to their purpose, the month, or by trip.

A report can be submitted to another individual for approval if needed, or if you're using Expensify to track personal expenses you can simply Close a report once you're done with it. The next time you need to group expenses, you'd create a new report then.

I'm going to share an article below that I think you'll find very helpful.

Report Actions: Create, submit, close

One question for you, are you using Expensify with a team at your company or flying solo?

Rachael Hopkins

Hi @Keyworth I recommend you speak to your Policy Admin about how they want the reports submitted i.e. by timeframe, project or trip. That will be your starting point.

Keyworth

Thanks, that is helpful.
Our company has recently started to use Expensify.