How-to: Manually Create a Report

Nicole TrepanierNicole Trepanier Expensify Team Posts: 497 Expensify Team
edited January 2020 in How-to Docs

To create a report on the Expensify website just click the New Report button on Reports page.

To add expenses to the report, tap the green + icon when you're working on an  report 

To bulk add expenses to a report, you can also navigate to the Expenses screen and then check all Open expenses you'd like to add to a report. Then either select a current report or create a new one from the list that appears on the button to the top right of the screen:

To manually create a report via the mobile app

  1. Tap the menu icon (top-left corner)
  2. Tap Reports
  3. Tap the '+' icon.
  4. Click “add expenses” select the ones to add from a list of your unreported expenses.
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