How can I manage my expense reports?

With GetGoing, managing your expense reports is organized and hassle-free. You can start a new report each month or at the start of a trip, adding expenses as you go. Submit everything at the end of the quarter or whenever you're ready, knowing your data is accurate and complete.


With these features, GetGoing’s Expense Reports page streamlines report management, helping you stay organized and on top of your expenses.


Expense Reports Page



1. Add New Reports

Click “Add New Report” to start a report anytime. You can begin tracking expenses early, ensuring no expenses are overlooked.


2. Edit Existing Reports

If you need to make updates, select any existing report to edit details. Update fields like Report Name, Dates, and individual expenses to keep information clear and accurate.


3. Delete Reports

Clear out any unnecessary or duplicate reports by selecting Delete. This helps you keep the Expense Reports page tidy and focused on active reports.


4. Assign Expenses to Draft Reports

You can add expenses to draft reports at any time. Just choose the relevant entries from your expense list and assign them to the appropriate report.


5. Filter Results by Submitter or Date

Easily locate specific reports by using filters to sort by Submitter or Date. This feature is especially useful for managers reviewing multiple reports.


6. Export Expense Data

When it’s time to analyze or share your data, export your expense reports to CSV or Excel. This makes it easy to integrate with other systems or create custom summaries.