Multiple Expense Reports

Tday01

I just signed up as an individual user. I have multiple clients that I would like to create separate reports for. How do I go out doing this? Policies seemed like one way, but an individual user appears to only be able to have one policy. Any other ways that I am missing?

Thanks

April Bekkala

Hi @Tday01,

You can create as many reports as necessary. Just click the green "New Report" button shown at the top of the Reports page. Title each report in a unique way to help differentiate which client it corresponds to. Then, simply add the necessary expenses!

Tday01

Thanks!