How to Group Expenses (e.g., for a Client) and Create an Expense Report

🏷️ 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

• Reimbursable

You can add multiple tags if needed.

📄 Step 2: Generate a Custom Report

Using the SparkReceipt Web App :

1. Go to your Documents view

2. Use the search bar or tag filter to show only the relevant tagged documents

3. Select the receipts you want to include

4. Click Export

5. Choose your preferred format: PDF, Excel, or CSV

You now have a report that includes only the expenses related to that client or tag.

Tags offer flexible and powerful filtering to create custom reports for any use case.

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