Create an expense report

Create it

1. Open Expense Reports (account menu on phones, sidebar on a computer) and tap New Expense Report.
2. Client — pick who reimburses you, or choose Add New Client.
3. Tail Number — pick a saved tail or add a new one. See Tail numbers.
4. Start Date and End Date — the period the expenses cover.
5. Notes — optional. They're copied into the invoice notes.
6. Tap Create Expense Report.

Add expenses

On the expense report:

• Scan — scan or upload a new receipt; it's linked to this report automatically.
• Link Existing (Link on phones) — attach approved receipts you've already added. See Link receipts to a trip or expense report.
• Add Mileage — record driving. See Mileage.

The summary shows Expenses (approved receipts), Mileage, and the Total.

Bill it

Tap Create Invoice. The invoice lists your receipts, any additional expenses you add, and mileage — no work days. See Create an invoice.

Edit or delete it

• Tap Edit Report to change the client, tail, dates, or notes. If the report already has an invoice, the same warnings as for trips apply: a draft invoice is deleted, and a sent or paid invoice is voided so you can regenerate it with the same number. See Edit or delete a trip, and trip statuses.
• Tap the trash icon to delete the report. Its receipts are unlinked, not deleted. The trash icon only appears when the report has no invoice, or its invoice is void.

Expense reports use the same Active, Completed, and Invoiced statuses as trips.