How to Create a New Expense Report from Existing Line Items in SpendSail

Creating a comprehensive expense report is crucial for effective financial management. SpendSail allows you to easily generate expense reports from existing line items. 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: Create a New Expense Report

With the desired line items selected, click on the Add New Expense button to start creating a new expense report.

Step 3: Fill in the Expense Report Details

A form will appear where you can input the details of the new expense report. Fill in the following 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.

Step 4: Submit the Expense Report

After filling in all the necessary details, click the Submit button to create the expense report.

Congratulations! You have successfully created a new expense report from existing line items in SpendSail. This will help you keep your financial records organized and easily accessible.