diff --git a/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md b/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md index df6a83658f81..727cb55e0983 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md +++ b/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md @@ -15,10 +15,9 @@ Follow these steps to build and submit an expense report manually. 1. Tap the green **➕ Create** button at the bottom of your screen. 2. Select **Create report**. -3. Choose the workspace for your report: - - If you're in one workspace, it will be selected automatically. - - If you're in multiple, you’ll be prompted to choose one. +3. The report will be created on your default workspace. 4. A draft report will open with the workspace’s default title. +5. Click **More** to change the workspace if needed. **Note:** The report will display *“This report is empty”* until expenses are added. @@ -34,10 +33,14 @@ Inside the draft report, tap **Add expense** to include expense items. **Option B:** Add existing unreported expenses: -1. Tap **Add expense** > **Add unreported expenses**. +1. Tap **Add expense** > **Add unreported expense**. 2. Select the expenses you want to include. 3. Tap **Add to report**. +**Add additional expenses:** + +Once the report includes at least one expense, the Add Expense option will be under the More menu. Tap **More** > **Add expense** to continue adding expenses + ## Step 3: Submit the report 1. Once the report includes at least one expense, the **Submit** button will appear. @@ -50,7 +53,7 @@ Inside the draft report, tap **Add expense** to include expense items. # Fix and Retract Submitted Reports -Submitted a report too early? Need to add or remove an expense? You can **retract** submitted reports using the **Undo Submit** or **Undo Close** actions. +Submitted a report too early? Need to add or remove an expense? You can **retract** submitted reports using the **More** > **Undo Submit** or **Undo Close** actions. **Retract** means returning a report from **closed** or **processing** back to the **open** state so you can edit it.