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How do I create a report in expensify?

How do I create a report in expensify?

To create a report on the Expensify website just click the New Report button on Reports page….To manually create a report via the mobile app

  1. Tap the menu icon (top-left corner)
  2. Tap Reports.
  3. Tap the ‘+’ icon.
  4. Choose Expense Report.
  5. Click “add expenses” select the ones to add from a list of your unreported expenses.

Does expensify integrate with Salesforce?

Lots of exciting things going on at Expensify: Track expenses by customer account using our new Salesforce integration. Integrate Expensify and your application using the new Expensify API. Now reimburse reports up to $10,000 with our online payment engine.

How do I download reports from expensify?

How-to: Export reports as a PDF

  1. Log into your Expensify account using your preferred web browser, (ie: Chrome or Safari)
  2. Head to your Reports page and locate the report.
  3. Click on the Details section at the top right of the report.
  4. Use the Download button to generate a PDF.

What is Expensify auto report?

Automatically adds new expenses to the most recently edited Open report or adds expenses to a new report if no Open report exists. Automatically submits reports based on selected timing within the policy settings (unless you set it to Manually, then reports will need to be manually submitted).

What is an Expensify report?

Expensify is an app designed to help you get your business expenses done in real time and quickly while on the go. Its website even claims that expense reports done through the app take 83% less time. The app also offers features that make tracking expenses easy.

Does salesforce have an expense report?

Let your employees file expense reports within Salesforce! This app supports filing expenses across different vendors and categories, as well as Manager approval processes, dashboards, and reports. Employees can file expenses across different vendors and categories. Each expense report supports multiple expense items.

What is expense report in Salesforce?

Overview. An expense report is a form of document that contains all the expenses that an individual has incurred as a result of the business operation.

Can you export from Expensify?

Spreadsheets or CSV files are useful for moving your data out of Expensify, whether for your accounting package or to further review and organize data. To do this, select the reports you’d like to export, click “Export To”, and then choose the default CSV, or you can choose to create your own CSV export template.

Can I export Expensify to excel?

To export your expenses to an Excel format, you’d want to select your expenses from your Expenses page and then the Export to dropdown at the top right of your screen.

How do I submit a report to Expensify?

Best Answer

  1. Go to the Expenses page on the Expensify web app.
  2. Make sure you filter for Open and Unreported expenses.
  3. Find the expenses you want to move and select the expenses using the checkbox on the far left.
  4. Choose “Add to report” in the upper right corner.

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