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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!


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