If you're expensing a number of things per month, it can be difficult to keep track of everything and stay on top of your reports. This is where the Expense Assistant comes in. Once Expense Assistant is activated, it will add all expenses from your Available Expenses list to any open expense report. Instead of having to generate multiple reports in a month, Expense Assistant will add incoming expenses you've incurred for the month of your report or within the date range of a trip. This streamlines your expense creation and displays all your charges for the subsequent month in one place. You can add or edit your report at any time, create trip-based reports, monthly reports, or both. It's like having an assistant to keep track of your monthly expenses, at no cost to you. Watch the video below or follow along the Expense Assistant Learning Journey Lesson.
