Expenses in the Complete state can be submitted to your approver/admin for approval. Expenses must be added to an expense report to submit it for approval. Incomplete expenses cannot be added to expense reports and sent for approval.

There are 2 ways you can add expenses to a report.

You can find your pending work as Tasks on the Home page

If you have any unreported expenses, you'll find these expenses in your tasks.

Click on Add to report to proceed.

Next, add these expenses to an Existing Report or create a New Report and click on Submit Report to finish.

If you would like to send the report later, select Save as Draft. You can submit the report when needed.

Select Expenses from the left panel. Select the Unreported tab. This section includes all your expenses that have not been included in any expense report yet.

Select an expense or multiple expenses that you want to include in the expense report and click on Add to report.

Select an Existing Report or create a New Report to add your selected expenses.

Click on Save report to finish.

The expense will be added to the report.

If you have any more questions about adding expenses to expense reports, reach out to our support team at support@capitalone-fylehq.com.