Create an expense

Learn how to create a new expense in Eloope, attach a receipt, and choose what happens next.

Create a new expense

1. Navigate to Expenses in the left sidebar.
2. Click New Expense in the top-right corner.
3. Fill in the required fields (see below).
4. Click Save to store the expense.

Required fields

Every expense needs the following information:

• Merchant / Vendor: The business or person you paid.
• Amount: How much you spent.
• Date: When the transaction occurred.
• Category: The type of expense (e.g., Meals, Travel, Software).

Optional fields

You can add more detail to any expense:

• Description: A short note explaining the purchase.
• Cost Center: The department, project, or budget the expense belongs to.
• Paid Through: The payment method used (corporate card, personal card, cash, etc.).
• Billable: Toggle on if this expense should be billed to a client.
• Reimbursable: Toggle on if you need to be reimbursed for this expense.
• Location: Where the purchase was made.

Attach a receipt

You can attach a receipt to any expense. Click Attach Receipt and upload an image (JPG, PNG) or a PDF file. The receipt is stored alongside the expense and included when you submit a report.

Note: Some company policies require a receipt for expenses above a certain amount. Check your organization's expense policy.

Save as draft or add to a report

After filling in the details, you have two options:

• Save as Draft: Stores the expense without adding it to a report. You can come back and edit it later.
• Add to Report: Attaches the expense to an existing or new expense report immediately.

Expense statuses

Every expense moves through a series of statuses:

Status	Meaning
Draft	Saved but not yet finalized. You can still edit freely.
Unreported	Complete but not yet added to a report.
Reported	Added to an expense report that has not been submitted.
Submitted	The report containing this expense has been sent for approval.
Approved	A manager or approver has approved the expense.
Reimbursed	Payment has been issued to you.
Rejected	The expense was not approved. You can edit and resubmit it.

Note: You can only edit or delete expenses that are in Draft or Unreported status. Once an expense is submitted, changes require an amendment request.