How to Create an Expense Report

Premier Customers with Expense Approvals Required

Overview

Expense Reports allow you to group related expenses within a project, keeping the approval process simple. Members responsible for approving expenses will have more context into individual expenses when they are organized by specific trips, events, or groups of purchases.

To create an expense report, you must first log expenses.

Hover over Time & Expense in the left navigation and select Expenses.
Click the New Expense Report button on the top-right.
Click the Project drop-down menu and select the project for which you’re creating an expense report. Keep in mind that projects will only appear in this list if Expenses must be approved before invoicing is enabled in the Project Settings.
Enter an expense report name in the Report Name field, and add any optional Notes.
In the Select Expenses section, select the expenses that you want to add to the expense report; only expenses that have been logged against the selected project will appear.

Note: Non-billable expenses will have an asterisk beside their Amount.
Click the Create Expense Report button on the bottom-right to submit it for approval.

Note: If you need to edit or update an expense report after it's been approved, you will first need to reject it to make it editable again. To learn more, please see the Expense Approvals article.

Overview

How to Create an Expense Report

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