How to Close Expense Reports on Expensify

Open a web browser., Head for the Expensify website., Log into your account., Go to the Reports section of your account., Select the report you like to close from the list., Close the report., Check if the report has been closed.

7 Steps 1 min read Medium

Step-by-Step Guide

  1. Step 1: Open a web browser.

    Double-click a web browser's icon on your desktop to launch it.
  2. Step 2: Head for the Expensify website.

    Once the browser is open, type in www.expensify.com on the address bar at the top of the screen and hit Enter.

    You will be taken to the website's home screen. , Type in your email address and password on the fields provided then click “Sign in” to access your account. , Click “Reports” on the upper part of the web page, and you’ll be redirected to your account’s Reports section, , Click the name of the report to open its details on a new page. , Click the blue-white button labeled “Mark as Closed” on the upper-right portion of the page to close the expense report. , Click “Reports” on the upper part of the web page again to go back to the Reports section of your account.

    You’ll now see that the status of the report is set to “Closed.”
  3. Step 3: Log into your account.

  4. Step 4: Go to the Reports section of your account.

  5. Step 5: Select the report you like to close from the list.

  6. Step 6: Close the report.

  7. Step 7: Check if the report has been closed.

Detailed Guide

Double-click a web browser's icon on your desktop to launch it.

Once the browser is open, type in www.expensify.com on the address bar at the top of the screen and hit Enter.

You will be taken to the website's home screen. , Type in your email address and password on the fields provided then click “Sign in” to access your account. , Click “Reports” on the upper part of the web page, and you’ll be redirected to your account’s Reports section, , Click the name of the report to open its details on a new page. , Click the blue-white button labeled “Mark as Closed” on the upper-right portion of the page to close the expense report. , Click “Reports” on the upper part of the web page again to go back to the Reports section of your account.

You’ll now see that the status of the report is set to “Closed.”

About the Author

J

Jerry Ramirez

A seasoned expert in government, Jerry Ramirez combines 3 years of experience with a passion for teaching. Jerry's guides are known for their clarity and practical value.

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