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Create expense reports

Group related expenses into a single report for organized submission and approval.

What is a report?

A report is a collection of related expenses submitted together for approval. Instead of sending expenses one at a time, you bundle them into a named group that your manager reviews as a single package.

Common examples include "March Business Trip," "Q1 Client Dinners," or "February Office Supplies." How you organize reports is up to you: just keep them logical and easy for your approver to review.

Reports list page showing several reports with different statuses

Create a new report

  1. Navigate to Reports in the sidebar
  2. Click + New Report
  3. Enter a descriptive report name (e.g., "March 2026 Travel Expenses")
  4. Select a report type from the dropdown
  5. Click Create Report

Note: Report types are configured by your organization's admin. Common types include Travel, Meals, Office Supplies, and Client Entertainment. If you don't see the right type, contact your admin.

New Report dialog with name field, report type dropdown, and Create button

Add expenses to a report

There are two ways to add expenses to a report.

From the Expenses page

  1. Navigate to Expenses and open the Unreported tab
  2. Select the expenses you want to add using the checkboxes
  3. Click Add to Report
  4. Choose the target report from the dropdown
  5. The selected expenses move into the report

From the Report detail page

  1. Open the report you want to add expenses to
  2. Click Add Expenses
  3. Browse your unreported expenses
  4. Select the ones you want to include
  5. Click Add

Report detail page with the Add Expenses button and list of included expenses

Remove expenses from a report

You can remove expenses from a report at any time before submitting it.

  1. Open the report
  2. Find the expense you want to remove
  3. Click the Remove button next to the expense
  4. The expense returns to your Unreported list

Rules to keep in mind

  • An expense can only belong to one report at a time. To move an expense to a different report, remove it from the current report first.
  • You can add and remove expenses freely while the report is in Draft status.
  • Once you submit a report, you must recall it before making changes. See Recall a report.
  • Reports with zero expenses cannot be submitted.

Tips for organizing reports

Group by purpose. Keep trip expenses, office supplies, and client meals in separate reports. This makes review faster for your approver.

Use clear names. "NYC Client Visit: March 2026" is better than "Report 3." Descriptive names help everyone find and reference reports later.

Submit regularly. Don't let unreported expenses pile up. Weekly or bi-weekly submissions keep your records current and speed up reimbursement.

Up next

Learn Expense amendmentsin Eloope.

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