After you've created an Expense Report, it will be available to view, edit and publish from the 'Expense Reports' tab.
Click on Expense Reports in the menu to view all of the reports you've previously created.
Click on 'Expense Report' in the 'Type' column to view a single Expense Report in more detail. Here, you can view each of the transactions that make up the report, and edit the report as a whole.
Click the blue hyperlink in the "ID" column to view and edit the original transaction. Ensure you categorise each transaction to be able to publish the Expense Report to an Integrated Accounting Software.
The area on the right-hand side of the page are the details for the expense report itself. You are able to edit all the fields to meet your requirements
Click 'PDF Preview' to see what your completed expense report will look like when you publish, download or share it.
When you've completed an Expense Report, you can:
- Publish it to an Integrated Accounting Software
- Download it as a PDF or CSV file using the 'Download' button on the top toolbar
- Email it to someone using the 'Send via e-mail' option after clicking the 'Download' button on the top toolbar.