Create an Expense Report
Creating Reports in ExpensePoint™ is easy, and you can do it through the web or mobile app in a few ways. You can easily create and submit expense reports through a user-friendly interface. You can categorize expenses, attach receipts, and add comments to provide detailed information.
One way to create a new expense report is to go to Create New Report option from the Entry Tasks navigation menu from the left side of the screen.
Once you click on Create New Report, the Add Report window will open, asking your input for the following:
- Report Title and
- Summary
Note: You will see the option to choose the user. You can select a different user is you are doing the expense report on behalf of another user. Learn more about our authoring feature.
If you wish to add some comments to this expense report, you may do so by clicking on the Comments button from the upper menu of the Add Report screen.
The Comments section will be displayed with an entry field available for you to input comments.
Enter your comment and click Add. Your comment should be visible right away under the same top menu.
As soon as all the basic details are entered into your expense report, you may click Save button from the upper menu of the Add Report screen.
Once the report is saved, you should see it in your main workspace under the Expense Reports section.
Note: The following menu options will only be available/visible to you once you click on any expense from the Expenses section at the bottom of your main Expense Manager workspace.