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How to group expenses, e.g., for a client, and create an expense report?

Joel Ojala avatar
Written by Joel Ojala
Updated over a week ago

Currently, this is best done with tags. A specific customer/client grouping is planned at some point, but right now the easiest way is to:

  • Add tags to expenses based on the client.
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  • Generate custom Excel/CSV/PDF reports with the web application by targeting the client tag.
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