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Create expense reports on behalf of spenders
Create expense reports on behalf of spenders

How to create expense reports for spenders and submit spender's complete expenses

Updated over 7 months ago

Admins can create reports on behalf of spenders. You can select expenses that need to be added to the report. Once created, the spenders will be automatically notified about the report creation.

To begin select Business expenses from the left side panel.

Select the expenses using the checkboxes and select Create report button on the top-right.

Note: Incomplete expenses cannot be added to expense reports. If any expenses are Incomplete, they will be excluded from the report.

A pop-up box will notify you of the expenses that will be reported and the spenders who will be notified. Individual reports will be created for each spender.

Select Create report to proceed.

A report for the expenses will be created and submitted for approval automatically. You can find these reports under the Expense reports section from the Submitted tab.

If you need further assistance with creating expense reports, reach out to our support team at support@capitalone-fylehq.com.

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