Deep Dive: How to create a copyable monthly report template

Rachael HopkinsRachael Hopkins Expensify Success Coach - Admin Posts: 1,030 Expensify Team
edited February 26 in Deep Dives

Do you have almost the same expenses every month, and just want to be able to copy them? Well you can! You can go to your Reports page and simply check the box and click 'Copy'. This will copy all of the expenses, but without receipt images.

If you would prefer to have a standard template of certain expenses, here's how to create and use a template:

  1. Start in the Expensify web app, on the Reports page
  2. Click New Report
  3. Give the report an easily searchable name
  4. Click the green '+' button to add an expense
  5. Click New Expense
  6. Select the kind of expense you want i.e. a regular expense, distance, time etc
  7. Enter the expense details, code and add any relevant description
  8. Save
  9. Repeat with all expenses you need
  10. NB: If you use Scheduled Submit, put the Template Report on your Personal Policy to prevent it accidentally submitting

Then... when you are ready to use it, e.g. the first of the month, check the box next to the report, Copy, and alter the name and Policy.

What kind of expenses would you use this for?

  • Gym allowances
  • Internet and phone allowances
  • Per Diems
  • Home office rent allowances
  • Mileage expenses e.g. consistent monthly trips

For all other recurring expenses, just forward your actual receipt to [email protected] or SmartScan your receipts with the Expensify mobile app!

Note to Admins: Don't forget - if you don't need a receipt image for mileage, per diems or allowances, keep the category separate from other expense categories and add a 'receipt not required' rule under Settings > Policies > Group > [Policy Name] > Categories.

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Have a question or want to know more? Start a discussion here!

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