Creating a comprehensive expense report is crucial for effective financial management. SpendSail allows you to easily add line items to an existing expense report. Follow this step-by-step guide to learn how to create a new expense report from your existing expense line items.
Step 1: Select Existing Expense Line Items
First, log in to your SpendSail account. Navigate to the Expense Line Items section and select the line items you want to include in your new expense report by checking the boxes next to each item.
Step 2: Add line items to an Expense Report
With the desired line items selected, click on the Add Existing Expense button to start creating a new expense report.
Step 3: Select an existing Expense Report
A form will appear where you can select an existing expense report. Select the desired report and click Submit.
Congratulations! You have successfully added existing line items an existing expense report in SpendSail. This will help you keep your financial records organized and easily accessible.
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