Report-Level Allocation

Report fields differ from categories and tags because they gather information about the report as a whole, not any single expense. The most common report-level information added to an expense report in Expensify is employee name and department. Report fields are only available for companies on the Corporate plan.

Creating Report Fields

Company administrators can create report fields for their employees in their policy settings by going to Admin > Policies > [Policy Name] > Reports.

Report fields can take the form of either a text box, drop down menu, or calendar selector (date).

You can also control which report field options are available to your employees by enabling or disabling them.

When you create your first expense report, the default report fields will be those set in the policy. For future expense reports, the report fields will default to those on the last report you submitted.

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