Create an Expense Report from Transactions

Before you can add expenses through Transactions to an Expense Report, you must have an Expense Report created. 

Learn more about how to create an Expense Report here. 

Steps to Add Transactions to An Expense Report

1. Open the Transactions Module
   Once the Expense Report has been created, select the Transactions module from the Expense bottom navigation menu. 
   

2. Select Transactions to Add
   You can add one or multiple Transactions to an Expense Report:

   1. Tap on a single Transaction to select it.

   2. Or use the Select option from the hamburger menu to choose multiple Transactions at once.

3. Choose an Expense Report
   After selecting the Transaction(s), an option screen will appear prompting you to choose the Expense Report to which you want to add them.
   

Expense Details

For expenses created from Transactions, the date, establishment, and total amount are automatically populated from the credit card statement. However, other important information pertaining to the expense will need to be entered manually. 

Expenses created only based on the initial available information, either from the Transaction or Receipt, that are missing details for the rest of the Expense fields will display an Edit required status. 

To add the required information, select the Expense line to open and edit it as needed. 

For web browser or desktop application instructions, please refer to this article.