Add Transactions to an Expense Report

Steps to Add Transactions to an Expense Report

1. Open the Transactions Menu
   Click on the Transactions option from the left side navigation menu.
   
   

2. Select Transactions
   This will open a window displaying all transactions imported into ExpensePoint through your configured integrations. Select the transactions you want to add to an expense report.
   
   

3. Choose the Expense Report
   In the bottom right corner, use the “Create Expense in” dropdown menu to select the Expense Report where you want to add the selected transactions.
   
   

4. Add Transactions to the Report
   After selecting the report, click the Add to Report button to update the Expense Report with the chosen transaction.