From b3f22ff3d9fd5e09d021a5aedd776f887a53a1d2 Mon Sep 17 00:00:00 2001 From: Ren Jones <153645623+ren-jones@users.noreply.github.com> Date: Tue, 9 Apr 2024 17:36:12 -0500 Subject: [PATCH] Create Add-expenses-to-a-report.md New article for adding expenses to a report --- .../reports/Add-expenses-to-a-report.md | 81 +++++++++++++++++++ 1 file changed, 81 insertions(+) create mode 100644 docs/articles/expensify-classic/reports/Add-expenses-to-a-report.md diff --git a/docs/articles/expensify-classic/reports/Add-expenses-to-a-report.md b/docs/articles/expensify-classic/reports/Add-expenses-to-a-report.md new file mode 100644 index 000000000000..e3c6c5fa2a46 --- /dev/null +++ b/docs/articles/expensify-classic/reports/Add-expenses-to-a-report.md @@ -0,0 +1,81 @@ +--- +title: Add expenses to a report +description: Put your expenses on a report to submit them for reimbursement +--- +
+ +Once you’ve created your expenses, they may be automatically added to an expense report if your company has this feature enabled. If not, your next step will be to add your expenses to a report and submit them for payment. + +You can either create a new report or add expenses to an existing report. + +{% include info.html %} +There may be restrictions on your ability to create reports depending on your workspace settings. +{% include end-info.html %} + +# Add expenses to an existing report + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. Click the **Reports** tab. +2. Click the report. +3. Click **Add Expenses** at the top of the report. +4. Select the expenses to add to the report. + - If an expense you already added does not appear in the list, use the filter on the left to search by the merchant name or change the date range. *Note: Only expenses that are not already on a report will appear.* +{% include end-option.html %} + +{% include option.html value="mobile" %} +1. Tap the ☰ menu icon in the top left. +2. Tap **Reports**. +3. Tap the report. +4. Tap **Add Expense**, then tap an expense to add it to the report. +{% include end-option.html %} + +{% include end-selector.html %} + +# Create a new report + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. Click the **Reports** tab. + - If a report has been automatically created for your most recently submitted expense, then you don’t have to do anything else—your report is already created and will also be automatically submitted. + - If a report has not been automatically created, follow the steps below. +2. Click **New Report**, or click the New Report dropdown and select **Expense Report** (*The other report types are explained in the FAQ section below*). +3. Click **Add Expenses**. +4. Click an expense to add it to the report. + - If an expense you already added does not appear in the list, use the filter on the left to search by the merchant name or change the date range. *Note: Only expenses that are not already on a report will appear.* +5. Once all your expenses are added to the report, click the X to close the pop-up. +6. (Optional) Make any desired changes to the report and/or expenses. + - Click the Edit icon next to the report name to change it. If this icon is not visible, the option has been disabled by your workspace. + - Click the X icon next to an expense to remove it from the report. + - Click the Expense Details icon to review or edit the expense details. + - At the bottom of the report, add comments to include more information. + - Click the Attachments icon to add additional attachments. +{% include end-option.html %} + +{% include option.html value="mobile" %} +1. Tap the ☰ menu icon in the top left. +2. Tap **Reports**. + - If a report has been automatically created for your most recently submitted expense, then you don’t have to do anything else—your report is already created and will also be automatically submitted. + - If a report has not been automatically created, follow the steps below. +3. Tap the + icon and tap **Expense Report** (*The other report types are explained in the FAQ section below*). +4. Tap **Add Expenses**, then tap an expense to add it to the report. Repeat this step until all desired expenses are added. *Note: Only expenses that are not already on a report will appear.* +5. (Optional) Make any desired changes to the report and/or expenses. + - Tap the report name to change it. + - Tap an expense to review or edit the expense details. + - At the bottom of the report, add comments to include more information. + - Click the Attachments icon to add additional attachments. +{% include end-option.html %} + +{% include end-selector.html %} + +# FAQs + +**What’s the difference between expense reports, bills, and invoices?** + +- **Expense Report**: Expense reports are submitted by an employee to their employer. This may include reimbursable expenses like business travel paid for with personal funds, or non-reimbursable expenses like a lunch paid for with a company card. +- **Invoice**: Invoices are reports that a business or contractor will send to another business to charge them for goods or services the business received. For example, a contractor that provides an hourly-rate service (like landscaping) may provide their clients with an invoice to detail the different services and products they provided, how many hours they worked, what their rate per hour is for each service, etc. Invoices are generally expected to be paid within a duration of time (for example, within 30 days of receipt). +- **Bill**: Each invoice will have a matching bill owned by the recipient so they may use it to pay the invoice sender. Bills are for businesses and contractors who provide their client with a bill for goods or services. For example, a restaurant, store, or hair salon provides bills. Bills are generally expected to be paid upon receipt. + +