Expensify.org/hunger SNAP campaign status
We’re no longer accepting new participants as our focus is on reimbursing existing claims. While we’re unable to provide a specific timeline on when your report will be reimbursed, we’re doing our best to drive donations and keep reimbursements moving forward. If you know anyone who can donate to this campaign please encourage them to enable Personal or Corporate Karma on their Expensify account.

Search billable expenses and Create billable reports

NeilTNeilT Expensify Customer Posts: 7 Expensify Newcomer

How can I search all billable expenses and produce a report for each client I need to bill with only the ones they need to see?

Best Answer

  • Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,314 Expensify Team
    edited March 19 Accepted Answer

    Hello @NeilT, happy to help with this. Generally, when you're looking to tag expenses with customers or projects you will need to import them from your accounting package or upload them via spreadsheet. I took a peek into your account and you don't currently have any tags set up.

    Once you have set up the tags, you can apply them to your expenses and then filter/sort expenses on the Expenses page to view them for a specific customer.

    Once you've isolated the expenses you want to report, you can move them in bulk to a new or existing report, or export them to a spreadsheet.

    I hope this helps but let us know any questions you have!

Answers

Sign In or Register to comment.