ExpenseBot

How do I share reports for approval?

Share an existing report

Share an existing report

  1. Open My Reports.
  2. Open the report you want to share.
  3. Choose the Email control on the report card.
  4. Enter the recipient's email address and send.

The recipient receives a link to the report. They do not need an ExpenseBot account to open the shared review link.

Open My Reports

If the expenses are not in a report yet, choose Create a Report first. Sharing a report with a person is separate from sending it to QuickBooks, Xero, Wave, FreeAgent, Zoho Books, or an import file; accounting destinations are under the report card's Accounting section.

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