Complete expenses can be submitted in an expense report for approval. Incomplete expenses can’t be added to expense reports or submitted for approval.
There are 2 ways you can add expenses to a report—from the Your tasks or Your expenses pages.
From the Your tasks page
You can find your pending tasks on the Your tasks page. If you have complete expenses that haven’t been submitted in a report yet, a task prompting you to add these expenses to a report will be present.
Select the Add to proceed.
In the Add to report pop-up, decide to add these expenses to an existing report or create a new report.
Select the Submit report button to submit the report for approval. If you’d like to submit the report later from the Your expense reports page, select the Save as draft button.
From the Your expenses page
Go to the Your expenses page. By default, you’ll be in the Unreported tab. This section displays all your expenses that haven’t been included in an expense report yet.
Use the checkboxes to select an expense or multiple expenses that you’d like to add to an expense report then select the Add to report button.
In the Add to report pop-up, decide to add these expenses to an existing report or create a new report.
Select the Save report button to finish. The expenses will be added to the report.
If you have any more questions about adding expenses to expense reports, contact our support team at support@capitalone-fylehq.com.