How to create an Expense Report

Create an Expense Report from the Receipt Bank Inbox:

1. Select the item(s) you want to add to your new expense report using the checkboxes down the left-hand side of the page.
2. Click 'Add to expense report' in the black toolbar.

3. Specify
   1. The Account User who submitted these transactions
   2. The date the report should close
   3. The name of the Expense Report
4. Click 'Add'

The new report will be available to view, edit and publish from the 'Expense Reports' section of the account. Any items that have been added to an Expense Report will be available to view from inside the report, or from the Archive.

You can add additional transactions to an Expense Report by selecting the items, clicking 'Add to Existing Report' and choosing the report.

Create an Expense Report from the Receipt Bank Costs Workspace:

1. Click on the Inbox
2. Select the item(s) you want to add to your new expense report using the checkboxes down the left-hand side of the page.
3. Click the Add to expense report button  in the toolbar.
4. Specify your settings
   • The Account User who submitted these transaction(s)
   • The name of the Expense Report

5.  Click Add

The new report will be available to view, edit and publish from the 'Expense Reports' section of the account. Any items that have been added to an Expense Report will be available to view from inside the report, or from the Archive.

You can add additional transactions to an Expense Report by selecting the items, clicking 'Add to Existing Report' and choosing the report.