How do i add an expense to a report? I already entered the expense into expensify via the mobile aP
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
Best Answer
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Conor Pendergrast Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 175 Expensify TeamOptionsNo trouble! Tap into that expense to edit it, and while editing change the Report selector to automatic!
Answers
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Victoria O'leary Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 110 Expensify TeamOptionsHi 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.
Cheers!
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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
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Conor Pendergrast Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 175 Expensify TeamOptions
@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.
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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..
