I have entered in my expenses via the mobile app, it is now waiting for me to assign to a report how do i accomplish
No trouble! Tap into that expense to edit it, and while editing change the Report selector to automatic!
Hi there @packman
Thanks for reaching out and welcome to the Community!
If you open the Expense on your mobile app you will see a "Report" field near the bottom. You will have the option to create a new report or add to an existing report, select one of these and your expense will be added.
You can see detailed steps on how to do this here.
Victoria, thanks for responding, when i click on report through the mobile app, that is not an option, (automatic) and (none) are the two options, when i click on either one of those it takes me back to the expense item. Any help is greatly appreciated
@packman Ah, if that's the case then you don't have an existing (Open) report! Set Automatic, then save your expense, and that will generate a new report for you and add that expense to the report.
You can also enable Scheduled Submit to automate that step entirely.
so i created an expense, the expense is unreported, i have a message on my mobile phone that said they are waiting for me to add to a report, i'm not sure i'm clear on how to accomplish this task, apologies for being slow..
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