Deep Dive: How to create a copyable monthly report template
Do you have almost the same expenses every month, and just want to be able to copy them? Well, 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 prefer to have a standard template of certain expenses, here's how to create and use a template:
- Start in the Expensify web app at www.expensify.com, on the Reports page
- Click New Report
- Give the report an easily searchable name
- Click the green '+' button to add an expense
- Click New Expense
- Select the kind of expense you want i.e. a regular expense, distance, time etc
- Enter the expense details, code and add any relevant description
- Save
- Repeat with all expenses you need
Pro Tip: If you use Scheduled Submit, put the Template Report on your Personal Policy to prevent it from 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 receipts@expensify.com 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.
Related Articles:
- Deep Dive: What is Scheduled Submit and how does it work?
- Deep Dive: All about Policy Categories
Related Ideas:
- Recurring Expenses (vote here and add your use case)
Have a question or want to know more? Start a discussion here!
