Submit Expenses

Once you’ve created expenses, you need to add them to a report to submit them for approval. In this help document, you’ll learn how you can submit individual and multiple expenses to a report.

Add an Expense to a Report

To add an individual expense to a report:

• Go to Expenses on the left sidebar.
• Click Add to Report next to the expense you want to add to a report.
• Select an existing report to add the expense to it or create a new report by clicking + Add To New Report, and the expense will be added to it.

Once you’ve added the expenses, you can submit the report for approval.

Bulk Add Expenses to a Report

You can also select expenses in bulk and add them to a report. Here’s how:

• Go to Expenses on the left sidebar.
• Click the checkbox towards the left of the required expenses.
• Click Add to Report at the top of the page.
• Select an existing report or create a new report by clicking + Add To New Report to add the expenses to it. Next, submit the report for approval.