Creation of an expense report is done from within your Receipt Bank ‘Inbox’.
1. Select the item(s) you wish to add to an expense report by clicking the checkbox on the left.
2.Click 'Add to expense report'
3. In the pop up, select whether to create a new expense report or add to an Existing report.
4. If creating a new report, select who the report is for and the date for the report. If adding to an existing report, select the report to add items to.
5. Click 'Add'
Please note that your items will automatically move into your 'Archive' after added to an expense report. To disable this, you might change your 'Archiving' settings.