Pre made report

kerenZivkerenZiv Posts: 11Expensify Customer Expensify Newcomer

Wanted to know is there a way to create a custom report that will already have a few lines of fixed fields like flight and per diem and the employee will just need to add the details in.



  • Karisa CaudillKarisa Caudill Posts: 106Expensify Success Coach - Admin, Expensify Success Coach Expensify Success Coach

    Hey @kerenZiv !

    We don't quite have that feature yet, but you can utilize Scheduled Submit to automate the report creation process.

    If an employee has recurring expenses, there is currently a Copy function that can be used on the Reports page. We do have an Ideas post gaining some serious support that suggests allowing a copy function right from the Expenses page instead (or a rule for recurring expense creation). Be sure to visit page 1 of that post to enter your vote if you like the idea!

    I hope this helps! Please let me know if you have more questions.

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