Click HERE for the video tutorial
From the Active Reports Screen:
  1. On the home screen, tap Expense Reports.
  2. On the Active Reports screen, tap +
  3. On the Create Report screen:
  4. Enter the Report Name:
    1. Use the following report naming convention: First Name-Last Name-Month-Year (e.g. Jane Doe April 2021.)
    2. The Report Date defaults to the current date, but can be edited.  Select the last day of the month.  
  5. Tap Save.
  6. On the Report screen, you can add expenses and attach receipts.