Expense reports track from Sunday to Saturday from the previous week. Include transactions from the Transaction History only, Pending Transactions should not be included until the following expense cycle. Expense reports are due by end of day Tuesday each week.
To create an accurate report, you will want to download your transaction history from Card Account. You can access this information here.
- Log into Expensify.
- Select the Expense tab from the top navigation menu.
- Verify that your expense information is correct.
- Select the transactions running from Sunday to Saturday from the previous week.
- Click on New Report in the top left corner
- Click on Report from the navigation menu, Click on the appropriate Open report.
- Using the information downloaded from Cardaccount.net, verify the report includes all necessary transactions.
- When verified, click Submit.
- If there are any policy violations, you will need to correct these first before you can submit your report.
For additional information on Expensify or filing reports visit https://docs.expensify.com
If you have any questions on financial policies or procedures, email finance@ecclesiahouston.org
