Once you have completed your expenses, the next step is to create an expense report to submit the expenses for approval.
Create a draft expense report
Go to My expenses from the left panel. Select the Unreported tab.
This section includes all expenses that are not added to an expense report.
Select an expense or multiple expenses that you want to include in the expense report and select Add to report.
Note: Expenses in the Incomplete status are not added to reports. Only Complete expenses will be included in expense reports.
Select an Existing report or create a New report to add your selected expenses.
When creating a new expense report, add the Report name.
A list of your selected expenses should be included on the page with the report name.
Once all details are filled in, select Save as draft.
The report will be saved in the Draft status. You can view and edit the report from the My expense reports page under the Open tab.
Submit draft expense reports
Select the draft report and select Submit Reports to submit.
You can also submit the report from inside the report view. Select Submit to finish.
If you have any more questions about draft expense reports page, reach out to our support team at support@capitalone-fylehq.com.