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Two Parts:Creating Expense ReportsSubmitting Expense Reports

Expensify is an online accounting tool that helps people generate and edit expense reports instantly and accurately. Expensify is so easy to use that even those with no experience on creating such documents can easily take advantage of this tool and generate reports like a professional. If you like to use Expensify to help you with your daily accounting work, you will need to learn two things: creating and submitting expense reports.


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Part 1 of 2: Creating Expense Reports

  1. Create and Submit Expense Reports on Expensify Step 1.jpg
    1
    Go to Expensify. Open a web browser and visit Expensify’s website at https://www.expensify.com.
  2. Create and Submit Expense Reports on Expensify Step 2.jpg
    2
    Sign in. Click the “Sign In” link on the left side of the welcome page. This will take you to site’s login page. Type in your account details, like your email address and password, on the text area provided and click the blue “Sign In” button to continue.
    • If you don’t have an account with Expensify yet, all you need to do is to click the “Sign Up” button at the top-right side of the welcome page and enter your work email address to get one.
  3. Create and Submit Expense Reports on Expensify Step 3.jpg
    3
    Go to Reports. Click “Reports” from the navigation tab on the upper portion of your home page to go to your account’s Report section.
  4. Create and Submit Expense Reports on Expensify Step 4.jpg
    4
    Open the New Expense Report page. Click “New Report” on the upper-left area of the Reports section to open the “New Expense Report” page and start creating a new report.
  5. Create and Submit Expense Reports on Expensify Step 5.jpg
    5
    Add an expense. Click the plus (+) icon at the right hand panel of the New Expense Report page to start adding an expense to your report. Select from the list of available expenses displayed and click “Add to report.”
  6. Create and Submit Expense Reports on Expensify Step 6.jpg
    6
    Add a receipt to your expense. Click the green plus (+) icon at the right side of the expense to start adding a receipt. You can choose either to import a receipt from a scanner or a computer.
  7. Create and Submit Expense Reports on Expensify Step 7.jpg
    7
    View your report. Click “Reports” again from the navigation tab and you should now see your newly created report listed on this page, marked as “Open.”

Part 2 of 2: Submitting Expense Reports

  1. Create and Submit Expense Reports on Expensify Step 8.jpg
    1
    Go to Reports. Click “Reports” from the navigation tab on the upper portion of your home page to go to your account’s Report section.
  2. Create and Submit Expense Reports on Expensify Step 9.jpg
    2
    Choose a report to submit. Select the report you want to submit from the list and click its name to open it and view its detail.
  3. Create and Submit Expense Reports on Expensify Step 10.jpg
    3
    Begin submitting the report. Click the “Submit” button, inside the detailed view of the report, at the upper-left area of the page to submit your report. A small drop-down form will appear where you can enter any email address you want to send the expense report to.
  4. Create and Submit Expense Reports on Expensify Step 11.jpg
    4
    Add the recipients. Enter the email address of the appropriate recipients on the text field provided. Put in the email addresses of people who need to receive a copy of your expense report.
  5. Create and Submit Expense Reports on Expensify Step 12.jpg
    5
    Add a memo. Fill out the Memo text field of the drop-down form. Enter any important details about your memo that you want the recipients to know.
  6. Create and Submit Expense Reports on Expensify Step 13.jpg
    6
    Submit the report. Click the “Submit” button on the drop-down form to send your report. Go back to the “Reports” section and you should now see the report marked as “closed.”

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