Skip to main content

​
Introduction

Once you have created an expense report, the next step is to add expenses from your Expenses. You can select multiple expenses at once using filters to find the right transactions, then confirm your selection to include them in the report.

​
Add Expenses from the Report

1

Open Your Expense Report

Navigate to My Expense Reports in the sidebar and click on the report you want to add expenses to. The report must be in Draft status.
2

Click Add Expenses

Click the Add Expenses button in the report detail view. A dialog opens showing all eligible expenses from your Expenses.
3

Filter and Select Expenses

Use the available filters to narrow down the list:
  • Date range: Show expenses from a specific period
  • Category: Filter by expense category
  • Status: Show only Pending expenses (those not already in another report)
Click the checkbox next to each expense you want to include. Selected expenses are highlighted and a running total is displayed at the bottom.
4

Review Selected Expenses and Totals

Before confirming, review the summary at the bottom of the dialog:
  • Number of expenses selected
  • Total amount including taxes
  • Currency breakdown if multiple currencies are present
5

Confirm Selection

Click Add Selected to add the expenses to your report. The dialog closes and the expenses appear in the report’s expense list. Their status changes to In Report.

​
Add from the Expense Detail View

You can also add a single expense to a report directly from the expense detail view in your Expenses list:
  1. Open your Expenses and click on an expense
  2. In the expense detail view, click Add to Report
  3. Select the target report from the dropdown list
  4. The expense is added to the report immediately

​
Important Rules

Each expense can only belong to one report at a time. If an expense is already in a report, it will not appear in the selection list. To move an expense to a different report, you must first remove it from the current report.

​
Remove an Expense from a Report

If you added an expense by mistake or need to reorganize:
  1. Open the report in Draft status
  2. Find the expense in the report’s expense list
  3. Click the Remove button (or the X icon) next to the expense
  4. The expense returns to your Expenses list with Pending status and can be added to another report
You can only remove expenses from a report while it is in Draft status. Once submitted, you must recall the report before making changes.

Create a Report

Start a new expense report before adding expenses

Submit a Report

Submit your report once all expenses are added

Expenses

Manage the expenses available for inclusion in reports

Recall a Report

Withdraw a submitted report to add or remove expenses