How to Create and Submit an Expensify Report

Consolidate all of the travel expenses eligible for reimbursement to apply them to the report.

1. Sign in to https://www.expensify.com/signin.

Note: Ensure that you select the Travel Fund policy.

Travel Funds

2. Under your account, select Reports tab.

Reports

2. On Reports window, select New Report located in the top-right corner of your screen.

New Report

3. Write a Report Name that must include your name, and the name and year of the event, for example:Jane Brown - Open Source Summit + Embedded Linux Conference North America 2020

4. Click to add expenses to report.

5. On Add Expense To Report window, click New Expense.

6. Click on New Expense window to add receipt, and provide receipt details. Merchant: Name of the Merchant. Date: Date of Purchase Total: Total amount in USD$ Category: Choose a category—Accommodation, Airfare, Ground Transportation, Other. Event: Choose the event, from the dropdown list, that you are approved for. Description: A brief description of category + event name as shown in the "New Expense" image.

New Expense

Important: For International (non-U.S.) reimbursements, upload a completed The Linux Foundation Wire Transfer Form in addition to your receipt(s).

274KB

The Linux Foundation Wire Transfer Form.pdf

PDF

Open

The Linux Foundation Wire Transfer Form

7. Click Save and repeat Step 6 to add more receipts.

8. After you add the travel expenses that are eligible for reimbursement, click Submit located in the top left corner of the Reports tab.