How-to: Manually Create a Report

Nicole Trepanier
Nicole Trepanier Expensify Team Posts: 498 Expensify Team
edited June 2021 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 'Add Expenses' at the top of the report.

To bulk add expenses to a report, you can also navigate to the Expenses screen and then check any Open or Unreported 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. Choose Expense Report
  5. Click “add expenses” select the ones to add from a list of your unreported expenses.

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