From 8044008e96418c0e83dfb2b1563f176f8a4e024c Mon Sep 17 00:00:00 2001 From: Ren Jones <153645623+ren-jones@users.noreply.github.com> Date: Tue, 19 Mar 2024 09:35:44 -0500 Subject: [PATCH] Create Add-expenses-to-a-report.md New article for adding expenses to a report --- .../expenses/Add-expenses-to-a-report.md | 18 ++++++++++++++++++ 1 file changed, 18 insertions(+) create mode 100644 docs/articles/expensify-classic/expenses/Add-expenses-to-a-report.md diff --git a/docs/articles/expensify-classic/expenses/Add-expenses-to-a-report.md b/docs/articles/expensify-classic/expenses/Add-expenses-to-a-report.md new file mode 100644 index 000000000000..96427a60d87f --- /dev/null +++ b/docs/articles/expensify-classic/expenses/Add-expenses-to-a-report.md @@ -0,0 +1,18 @@ +--- +title: Add expenses to a report +description: Add expenses to a report to submit them for approval +--- +
+ +To submit expenses for approval, they must be added to a report. + +1. Click the **Expenses** tab. +2. Find the expenses you want to add to the report by searching through the table of expenses and/or using the sort filters. +3. Select the expenses by checking the box to the left of each expense or selecting them all. +4. Click **Add to Report** in the right corner and select either: + - **Auto-Report**: Automatically adds the expenses to an open report, or creates a new report if there are no open reports + - **New Report**: Creates a new report for the expenses + - **None**: Ensures none of the selected expenses are attached to a report (as long as the report has not already been submitted) + - **Existing Report**: Adds the expenses to the selected report + +