How to Create an Expense Report with Falcon Expenses

Learn how to create an expense report with Falcon Expenses mobile expense reporting software.

Falcon Expenses Expense Reporting App Create Report Feature

Falcon Expenses Background

Falcon Expenses is a fully mobile expense report app. Use Falcon Expenses to scan receipts, enter cash expenses, track mileage expenses and log billable hours all from your phone. In addition, create expense reports and email them to anyone, all from your phone as well. This post is about how to create expense using Falcon Expenses mobile expense report app.

If you want to learn how to enter expenses with Falcon Expenses please check out the following posts:

If you want to learn about what the IRS record keeping requirements are for entering expenses, please review this post, IRS Rules for Recording Business Expenses: Travel, Transportation, Meals an Entertainment.

What is an Expense Report in Falcon Expenses?

An expense report is a collection of expenses that were entered or captured with Falcon Expenses. When you enter a cash expense, mileage expense, time log, or scan a receipt you make an individual expense entry. When creating an expense report, individual expenses are grouped together into one report. For example, a salesperson might have fifteen expenses for reimbursement after returning from a business trip. Ideally, it would make the most sense to submit all of these expenses grouped together into one expense report versus submitting them individually. With that said, expense reports can be created in Falcon Expenses

Reported vs Unreported Expenses in Falcon Expenses

Expenses added to Falcon Expenses are added independently or as part of an expense report. Unreported expenses Expenses added independently are unreported expenses and not part of an expense report. However, expenses added independently or as a part of an expense report can be viewed together from the expenses list. Access the expenses list by tapping on the button labeled ‘Expenses List’ located in the center of the top yellow navigation bar.

Download Falcon Expenses and check out this feature yourself.
If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.

Creating an Expense Report with Falcon Expenses Mobile App

There are four different ways that you can create an expense report with Falcon Expenses mobile expense app. This might sound daunting at first, but it’s not. Let us explain. When we were building Falcon Expenses our vision was to make a fully mobile expense reporting app. More specifically, we wanted our users to be able to do everything on their mobile phone with ease, to not have to go to a desktop. Therefore, at each point in the apps user experience and the user flow where we thought that the user might want to make a report we created the option to create a report.

This enhanced the user experience and reduced the number of steps required by the user to do what they needed to do in the software. In this case, to create an expense report. With that said, let’s go through each of the different ways to create an expense report using Falcon Expenses mobile expense app for iPhone.

ownload Falcon Expenses if you have not already done so before you get started. You need the app in order to check out these features.
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If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.

Create an Expense Report from the Main Homepage

When you first open Falcon Expenses the screen that you see is the Capture screen. From this screen you can select on the options to enter an expense. For example, the buttons available for expense entry are Scan Receipt, Enter Expense, Track Mileage, Log Time. A button labeled ‘Create Report’ is located below these buttons.

Follow the steps below to create an expense report from the Capture Screen:
  1. Tap on the button labeled ‘Create Report’. It will take you to a create report screen
  2. On the create report screen, there are two fields, Report Name, and Reason. Report Name is required; Reason is optional.
  3. Tap the teal button in the upper right labeled ‘Create’, after filling out at-minimum, the Report Name. After, you are taken to the expense report detail view. However, there are no expenses in your report yet. Therefore, the view is empty. The next step is how to add the expenses.
  4. Tap the ‘Add Expenses’ button to add expenses to the report. This button will expose a list of options. The options available are the same as the buttons that are on the Capture Screen. These options include: Scan Receipt, Track Mileage, Log Time. Also, there’s one additional option, which is ‘Unreported Expenses’. This button, when tapped, will take you to the expenses list, where you can select expenses that you saved earlier. Please note that this option will only work if you saved expenses earlier.
  5. Submit your report once you’re done adding all of the expenses to your report. To submit your report tap the teal ‘Submit’ button located in the upper right. This will prompt you to enter the email address of who you want to submit the report to.

Download Falcon Expenses and check out this feature yourself.
If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.

Create an Expense Report from the Expenses List

Please not that this method for creating an expense report only works if you have already saved some expenses to Falcon Expenses.

View all of the expenses you’ve entered into Falcon Expenses from the Expenses List. To access the Expenses List tap on the button located in the center of the top yellow navigation bar labeled ‘Expenses List’. Further, this list includes all reported and unreported expenses.

Follow the steps below to create an expense report from the Expenses List:
  1. Tap the check boxes next to each expense that you want to add to your expense report. When the expense if selected it will add a check mark inside the box.
  2. Tap on the teal ‘Add to Report’ button located at the bottom of the page. After you have selected all of the expenses that you want to include in your expense report.
  3. Select the ‘New Report’ option from the picker. Enter a Report Name (required) and the Reason (optional)
  4. Tap the teal ‘Submit’ button located in the upper right corner of the report and enter the email address of who you would like to submit the report to.

Download Falcon Expenses and check out this feature yourself.
If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.

Create an Expense Report from the the Reports Page

The report creation process from the Reports Page basically follows the same steps as the process of creating a report from the ‘Create Report’ button that is located on the Capture Screen. Access the reports page by tapping on the ‘Reports’ button located in the upper right of the top yellow navigation bar. The steps are repeated below.

Follow the steps below to create an expense report from the Reports Page:
  1. Tap on the teal report icon located in the upper right. It will take you to a create report screen
  2. On the create report screen, there are two fields, Report Name, and Reason. Report Name is required; Reason is optional.
  3. Tap the teal button in the upper right labeled ‘Create’, after filling out at-minimum, the Report Name. After, you are taken to the expense report detail view. However, there are no expenses in your report yet. Therefore, the view is empty. The next step is how to add the expenses.
  4. Tap the ‘Add Expenses’ button to add expenses to the expense report. This button will expose a list of options. The options available are the same as the buttons that are on the Capture Screen. These options include: Scan Receipt, Track Mileage, Log Time. Also, there’s one additional option, which is ‘Unreported Expenses’. This button, when tapped, will take you to the expenses list, where you can select expenses that you saved earlier. Please note that this option will only work if you saved expenses earlier.
  5. Submit your report once you’re done adding all of the expenses to your report. To submit your report tap the teal ‘Submit’ button located in the upper right. This will prompt you to enter the email address of who you want to submit the expense report to.

Download Falcon Expenses and check out this feature yourself.
If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.

Create an Expense Report while Entering an Expense

On each expense entry form, there’s an option for creating expense reports. This makes it convenient and easy to create an expense report at the same time you are entering an expense. Further, you can add an expense to an already existing expense report at the time you are entering the expense.

More specifically, a field labeled ‘Report’ is this option. It’s towards the bottom of the expense entry form, below the Category option. ‘Unreported is the default selection. Tap unreported to open a picker. The picker has an option to ‘Create New Report’.

Follow the steps below to create an expense report while entering an expense:
  1. Tap on the field labeled ‘Unreported’. By default, when you enter a new expense that is not being entered directly to a report, this field is labeled unreported.
  2. A picker will open. Tap the option, ‘Create New Report’.
  3. Enter a Report Name (required) and a Reason (optional). Tap ‘Create’.
  4. Tap the ‘Submit’ button in the upper right. Enter the email address of who you want to submit the expense report to. Also, before submitting the expense report, you can add more expenses to it.

Download Falcon Expenses and check out this feature yourself.
If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.

About Falcon Expenses, Inc.

Falcon Expenses is an iOS solution for expense tracking and management. Scan receipts, we type merchant, date and amount, auto-track mileage expenses via GPS and log billable hours with an integrated timer. Quickly organize expenses by time period, project or client and easily prepare reports for email to anyone in PDF or spreadsheet formats, all from your phone. Use for reimbursements, taxes, record keeping or invoicing. Falcon Expenses is great for professionals, freelancers, realtors, business travelers, truckers and more. Find out more, here.

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