🏷️ Step 1: Tag Your Expenses
When uploading or editing receipts, add a tag that identifies the client or group — for example:
-
Client: Acme Ltd -
Project: Q4 Marketing
You can add multiple tags if needed.
To pay someone back for expenses they paid themselves, use an expense claim instead of a tag. A claim collects their expenses and business trips, goes to an approver, and is marked as paid once they have been paid back. See How do expense claims work in SparkReceipt?.
📄 Step 2: Generate a Custom Report
Using the SparkReceipt Web App :
-
Go to your Documents view
-
Use the search bar or tag filter to show only the relevant tagged documents
-
Click Export in the page header to include every document that matches the filter. To include only some of them, tick those rows and click Export selected instead
-
Check the first line of the export dialog. It shows how many documents are included and the filters in use
-
Choose your preferred format: PDF, Excel, or CSV
-
Click Export
The report downloads when it is ready and is also kept in Reports. It includes only the expenses related to that client or tag.
The same steps work with other filters. To make a report for one supplier, filter by Merchant / Payer instead of a tag. To report on some Categories only, filter by Category. For what the report contains, including the totals per Category, see What's in a report?
Tags offer flexible and powerful filtering to create custom reports for any use case.
