How to create an Expense Report Elliott Darling May 01, 2019 09:05 Updated Follow Expense Reports provide a space to collate an individual's reimbursable payments. Create an Expense Report from the Receipt Bank Inbox: Select the item(s) you want to add to your new expense report using the checkboxes down the left-hand side of the page. Click 'Add to expense report' in the black toolbar. Specify The Account User who submitted these transactions The date the report should close The name of the Expense Report 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. Related articles Who can create Expense Reports? How to publish, download or share an Expense Report Expense Approvals What are 'Advanced Expense Reports'? How to edit an Expense Report Comments 0 comments Article is closed for comments.