How can I turn my unreported expenses into reported? (add to report)

spotter

How can I make my unreported expenses into reported status

Sounds simple but I cant see how to do it. Thanks

Rachael Hopkins

Hi @spotter Welcome to the Expensify Community!

The first step to expense reporting is to add your expenses to a Report. There are a few ways to do this, but if you have a bunch of unreported expenses and you're on the web app, I like to go to the Expenses page, select multiple, and add to report.

spotter

That helped many thanks

bteegardin

Is there a setting to get them to automatically add to an open report?

Nicole Trepanier

@bteegardin To get expenses to automatically add to an open report, you'll want to enable scheduled submit in your policy under Settings > Policies > [policy name] > Reports. This feature adds to an open report and submits them automatically based on the date you select or you can set it to manual so that it auto-adds but manually submits.

bteegardin

Great. Thank you!

Nicole Trepanier

You're very welcome @bteegardin!