Is it possible to merge two reports?

analia Expensify Customer Posts: 1 Expensify Newcomer
edited September 2018 in Day to Day

Hi, I have one policy 5 different reports. I need to merge all this reports into one consistent report. CVS or Excel not an option because I also need receipts to prove where expenses come from. TIA

Best Answer

  • Ted Harris
    Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify Team
    edited March 2020 Answer ✓

    Hi @analia - thanks for posting in the Community! It's great to have you here. :smiley:

    When I was checking back through the Community to see where we've addressed this before, it looks like you're certainly not alone in your confusion. This has been addressed a couple of times by @RachCHopkins, @Sheena Trepanier, @tylerzoll and @Aussiebandit across these four Community posts.

    Here is @Sheena Trepanier's detailed explanation:

    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 expense you want to add to the existing report. (Below)

    I have updated the last image to reflect our updated Interface

    Hopefully this helps, but if you're super passionate about this, @tylerzoll is also gaining momentum in his Idea for merging reports here that you can vote on!