Admins can create expense reports on behalf of spenders—employees at the business who’ve made business purchases. Spenders will be automatically notified via email when an admin creates an expense report on their behalf.
To begin, select the Expenses tab in the left side panel, then the All business expenses page from the drop-down.
Use the checkboxes to select the expenses you’d like to add to the new expense report. Then, select the Create report button to create the report on behalf of the employee.
Note: Incomplete expenses can’t be added to expense reports. If any selected expenses are incomplete, they will be excluded from the report.
The Create report? pop-up notifies you of the number of expenses that will be included in the report and the number of employees you’re creating reports on behalf of.
Select the Create report button to proceed.
The expense report will be created and submitted for approval. To view the expense reports you’ve created, select the Expense reports tab in the left side panel then the All business reports page.
If you need further assistance with creating expense reports, contact our support team at support@capitalone-fylehq.com.