Create New Report

Creating Reports in ExpensePoint is simple and can be done through the web or mobile app in a few ways. The platform offers a user-friendly interface that allows you to easily create and submit expense reports. You can categorize expenses, attach receipts, and add comments to provide detailed information. 

Starting a New Expense Report

One way to create a new expense report is through the “Create New Report” option from the Entry Tasks navigation menu on the left side of the screen. 

Adding Report Details

After selecting Create New Report, the Add Report window will appear, prompting you to enter the following details: 

• Report Title and  

• Summary 

Note: You will also see an option to select a user. If you are preparing the expense report on behalf of someone else, you can choose a different user here. Learn more about our authoring feature in this article. 

Adding Comments to the Report

If you want to add comments to the report, click the Comments button in the upper menu of the Add Report screen. 

This will open the Comments section, where you can input your comments. 

After entering your comment, click Add. Your comment will immediately appear under the same top menu. 

Saving the Report

Once you have entered all the necessary details, click the Save button in the upper menu of the Add Report screen. 

Once the report is saved, it will appear in your main workspace under the Expense Reports section. 

Note: Certain menu options will only become visible after you select an expense from the Expenses section at the bottom of your main Expense Manager workspace. 

For mobile app instructions, please refer to this article.