Create an Expense Report

Creating Reports in ExpensePoint is simple and can be done through the web or mobile app using several convenient methods. 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. 

You can create an Expense Report through various options depending on your current location within the system: 

• New Expense 

• Receipt Wallet 

• Imported Credit Card Transactions 

• ExpensePoint Travel bookings 

• Manual Entry 

Choose the method that best suits your needs at the moment.

Starting a New Expense Report

One way to create a new Expense Report is through the My Reports module.

1. Navigate to My Reports
   From the Expense navigation tab, go to the My Reports module. 
   
   

2. Create a New Report
   Tap the plus (+) icon located in the upper right corner of the app to start a new report. 
   
   Alternatively, tap the hamburger menu in the upper right corner and select the New Report option from there.   

3. Enter Report Details
   Fill in the Title of the report and, if applicable, enter a description in the Report Summary field.
   

4. Save Your Report
   Once all necessary information is entered, save your report by tapping the Add button in the top right corner.
   

5. Optional Voice Input
   If your device supports voice input, you can add the report name and/or summary description by voice.
   

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