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Adding an Expense to multiple reports

PTPAsPTPAs Expensify Customer Posts: 1

I would like to add expenses to multiple reports.

The reports we issue are not for reimbursement, but rather for showing the data on the expenses which we issue to prospective investors.

This feature to us is a necessity, is it possible to do? Urgent help would be much appreciated.

Comments

  • Jenna HayJenna Hay Expensify Customer, Expensify Team Posts: 63 Expensify Team

    Hi @PTPAs

    Normally the relationship between an expense and a report is 1:1 meaning an expense can only be added to one report.

    To get around this you can create multiple copies of each expense so they can be added to multiple reports.

    Another option is to mark the expenses as billable and then you can create an invoice from the report which will copy the expenses across to the invoice. This way you have the expense in two places. Learn more about how to do that here.

    Finally, if you need to share expense data with different parties, another option to consider is to export the expenses to our Detailed Export template which will extract the data to a CSV which you can then filter to show whatever information you need.

    Hope this helps. Please let me know if I can do anything else for you.

    Thanks

    Jenna

  • Aaron_BersonAaron_Berson Approved! Accountant Posts: 2

    It sounds like you might want to consider integrating Expensify with a General Ledger to better classify and do your reporting there.

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