How to Create an Expense Report

How to Create an Expense Report

Navigating to Reports

  1. From the Dashboard, click on the Reports option in the navigation bar on the top of the screen.

Creating an Expense Report

  1. Click on the New Report button to create a Report.

Adding Expenses to the Report

  1. While creating a Report, existing expenses as well as new expenses could be added by clicking on the Add Expenses button on the bottom right of the screen.

Adding Existing Expenses to the Report

  1. Click on Existing Expense from the Add Expense drop down menu.
  2. From the list of existing expenses, choose the required expense and click on the Add to Report button.


Adding a New Cash Expense

  1. After clicking on the New Expenses from the Add Expenses drop down menu, choose the Cash tab in the New Expense screen.
  2. Fill in the Amount, Date, Spend Account, Purpose, Category and Merchant. Also, attach the Receipt (if any).
  3. Click on the Save Expense button to save the expense.
  4. Upon successful addition of the expense, a pop-up stating Expense Created will be displayed on the bottom left of the screen.


Adding a New Distance Expense

  1. After clicking on the New Expenses from the Add Expenses drop down menu, choose the Distance tab in the New Expense screen.
  2. Fill in the Vehicle Type, Source, Destination, Date, Category, Purpose and Spend Account. Also, attach the Receipt (if any).
  3. In Distance Expense Type, Distance and Amount will be calculated based on the Source and Destination points filled in while creating the expense.
  4. In Odometer Expense Type, Distance and Amount will be calculated based on the Start Reading and End Reading filled in while creating the expense.
  5. Click on the Save Expense button to save the expense.
  6. Upon successful addition of the expense, a pop-up stating Expense Created will be displayed on the bottom left of the screen.


Submitting the Report

  1. After adding the expenses to the report, click on the Submit button on the top to submit the report.

  1. Confirm the submission by clicking on Confirm & Submit button.

  1. Upon successful submission of the report, a pop-up stating Report Submitted will be displayed on the bottom left of the screen.


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