Back to Blog

How to Create a Report and Items within the Report using Report Wizard in SpendSail

2 min read
Report WizardHow to

Creating a detailed expense report is essential for effective financial management. SpendSail's Report Wizard simplifies this process. Follow this step-by-step guide to learn how to create a report and add items within the report using the Report Wizard.

Step 1: Start a New Expense Report

First, log in to your SpendSail account. Navigate to the Expense Report section and start a new report by clicking on the relevant option.

Step 2: Fill in Expense Report Details

The Report Wizard will guide you through adding the expense details. Fill in the required fields:

  • Expense Type: Select the type of expense report (e.g., Regular, Flex).
  • Report Name: Enter a name for your report.
  • Reporting Period: Specify the reporting period.
  • Purpose of Expense: Add a description of the expense report's purpose.

After filling in the details, click Next Step.

Step 3: Add Expense Items

Next, add the expense items to your report. The wizard will prompt you to input the details of each item after uploading the receipt:

NOTE: If you upload a receipt, SpendSail will auto populate all or majority of the information and you will only need to verify or correct the entries.

  • Category: Select the expense category (e.g., Airfare).
  • Date: Enter the date of the expense.
  • Currency: Choose the currency used.
  • Vendor: Select or add the vendor.
  • Amount: Enter the amount spent.
  • Location: Provide the location of the expense.
  • Payment Method: Choose the payment method used.
  • Description: Add a brief description of the expense.
  • Receipt/Document: Upload the relevant receipt or document.

After adding the details, click Add New Item to include more items, or Next Step to proceed.

Step 4: Review and Submit

Finally, review the details of your expense report. Ensure all information is accurate and complete. You can save the report as a draft or submit it for approval. Click Submit for Approval to finalize the process.

Congratulations! You have successfully created a report and added items within the report using the Report Wizard in SpendSail. This streamlined process helps ensure your expenses are accurately recorded and ready for review.