Create and Expense Report in ExpensePoint Mobile App.
If you do not have any Expense Reports yet, go ahead and create one since it will be necessary before you add any Expenses or Receipts to it.
There are 4 ways you can create an Expense Report.
- New Expense
- Receipt Wallet
- Imported Credit card Transactions
- ExpensePoint™ Travel bookings
- Manual entry
Depending where you are within the app you may choose your most convenient way to create an Expense Report based on your current workflow.
The easiest way to create a new Expense Report is by going to My Reports module from the Expense navigation tab.
From here, tap on the plus icon in the upper right corner of the app to create a new report.
Another way to create an Expense Report is by going to the hamburger menu in the upper right corner and tapping on the New Report option from there.
Then you would need to enter the New Report details:
Enter the Title of the report as well as any relevant description in the Report Summary field, if applicable.
When done entering all the necessary information, you may save your report by tapping on the Add button in the right corner of the screen.
You can add the name and/or summary description by voice if this feature is supported by your device.
