Billable Expense Reports by Customer

KateBlack

My business invoices clients for billable expenses. I need to provide my clients a report of all billable expense in a month, and include receipts.

How can I run a report in Expensify that will display billable expenses by client, and include the receipt images?

Isabela Stisser

Hi @KateBlack, thanks for reaching out!

If you would like to run a report for Invoices issued to a client during a specific month, you can head to the Reports page and select the Invoices option along with the time frame. This should display all the reports listed as Invoice for your policy.

You can then select the ones that you would like to export outside of Expensify and click on the Export To option:

You can find more information on how to filter and export reports in the articles below:

• How-to: Use Expense page filters and analytics
• Deep Dive: Saving and exporting reports in Expensify

Let me know if you have any questions and I will be happy to help!