Assigning an Expense to a Report

After creating a report, you can assign one or more expenses to it in various ways, either through the web or the mobile app.

From the website:

If you have expenses and mileage charges already entered, you can assign them to an existing report:

1. Check the Expenses or mileage to assign from the Expenses tab.
2. Click on Assign to a report.
3. Choose the Report and confirm by clicking on Assign.

1. From the form of expense creation, in the "Report" field, create a report by clicking on the "+" or select an existing one from the drop down list.

The same goes for your mileage;

From the mobile version:

If your expenses or mileage charges are already entered:

1. Press the My Expenses menu.

   

2. Long press the expense or mileage charge to assign or create it by clicking on the + button.
3. Click on the 3 points located in the upper right corner of the screen then click on Assign to a report.

   

4. Select the report to which you want to assign the expense and press Move to this report.

   

5. Select the Report from the drop-down menu when entering your expenses or mileage charges