Create and Submit Reports
Easily manage your business expenses in New Expensify with our streamlined report-first workflow. This guide walks you through creating, editing, submitting, and even retracting expense reports when needed.
Create a Report
Follow these steps to build and submit an expense report manually.
Step 1: Create an empty report
- Tap the green ➕ Create button at the bottom of your screen.
- Select Create report.
- Choose the workspace for your report:
- If you’re in one workspace, it will be selected automatically.
- If you’re in multiple, you’ll be prompted to choose one.
- A draft report will open with the workspace’s default title.
Note: The report will display “This report is empty” until expenses are added.
Step 2: Add expenses to the report
Inside the draft report, tap Add expense to include expense items.
Option A: Create a new expense:
- Tap Add expense > Create new expense.
- Enter the expense details (amount, merchant, category).
- The expense is added directly to the report.
Option B: Add existing unreported expenses:
- Tap Add expense > Add unreported expenses.
- Select the expenses you want to include.
- Tap Add to report.
Step 3: Submit the report
- Once the report includes at least one expense, the Submit button will appear.
- Tap Submit.
- A confirmation message will appear after submission.
Note: If your workspace uses instant submit, your report may auto-submit once a valid expense is added.
Fix and Retract Submitted Reports
Submitted a report too early? Need to add or remove an expense? You can retract submitted reports using the Undo Submit or Undo Close actions.
Retract means returning a report from closed or processing back to the open state so you can edit it.
- Undo submit: The retract button for processing reports
- Undo close: The retract button for closed reports
Report Creation for Different Use Cases
New Expensify’s report-first flow supports multiple business needs. Below are some common use cases.
Client-Based Reporting
Best for: Consultants or teams managing multiple clients.
- Create a separate report for each client.
- Title the report with the client’s name or project code.
- Add all related expenses.
- Submit monthly or after the project ends.
Project-Based Reporting
Best for: Teams organizing expenses by project.
- Create a new report for each project.
- Use project-specific titles or tags.
- Add expenses in real time or in bulk.
- Submit when the project wraps up.
Monthly or Periodic Reporting
Best for: Employees submitting regular monthly reports.
- At the start of the month, tap Create report.
- Title it (e.g., “March 2025 Expenses”).
- Add expenses as they occur.
- Submit at the end of the month.
Travel-Specific Reporting
Best for: Frequent travelers or trip-based expense tracking.
- Create a report at the start of each trip.
- Add travel-related expenses during or after the trip.
- Include notes and receipts if needed.
- Submit after the trip ends.
Team or Department-Level Reports
Best for: Managers submitting on behalf of a team.
- Create a report titled by team or department (e.g., “Marketing – Q2 Events”).
- Add shared team expenses.
- Tag teammates in descriptions if useful.
- Submit based on your internal process.