Submit or retract a report
Once your report is ready to send, you can submit your expenses for approval.
Depending on your workspace settings, your reports may be automatically submitted or approved. In this case, you will not need to manually submit your reports.
Manually submit a report
- Click the Reports tab.
- Click a report to open it.
- Review the report for completion and click Submit.
- Verify or enter the details for who will receive a notification email about your report and what they will receive:
- To: Enter the name(s) who will be approving your report (if they are not already listed).
- CC: Enter the email address of anyone else who should be notified that your expense report has been submitted. Add a comma between each email address if adding more than one.
- Memo: Enter any relevant notes.
- Attach PDF: Select this checkbox to attach a copy of your report to the email.
- Click Send.
- Tap the ☰ menu icon in the top left.
- Tap the Reports tab.
- Tap a report to open it.
- Review the report for completion and tap Submit Report.
- Verify the details for who will receive a notification email about your report and what they will receive:
- To: Enter the name(s) who will be approving your report (if they are not already listed).
- CC: Enter the email address of anyone else who should be notified that your expense report has been submitted. Add a comma between each email address if adding more than one.
- Memo: Enter any relevant notes.
- Attach PDF: Select this checkbox to attach a copy of your report to the email.
- Tap Submit.
Submit a report via guided review (Desktop Only)
- Click the Reports tab on the Expensify website.
- Click a report to open it.
- Click the Review button at top of the report.
- Follow guided review to check each expense. If the expense looks ready to submit, click Submit.
- Once you’ve clicked Submit on all expenses on the report, the report will be submitted.
Retract a report
You can retract a submitted report to edit the reported expenses and re-submit the report.
Note: Workspaces with Instant Submit set as the Scheduled Submit frequency won’t have the option to Retract entire reports, only individual expenses.
- Click the Reports tab.
- Click a report to open it.
- Click Undo Submit on the top left of the report.
- Tap the ☰ menu icon in the top left.
- Tap the Reports tab.
- Tap a report to open it.
- Tap Retract at the top of the report.
