---
title: "Record an Expense Report"
slug: "record-an-expense-report"
description: "Record employee expense reports in R365 using import, manual entry, credit card feed, or the mobile app."
updated: 2025-08-26T17:00:00Z
published: 2025-08-26T17:00:00Z
canonical: "docs.restaurant365.com/record-an-expense-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Record an Expense Report

If an expense report needs to be entered into R365, it can be done in one of four ways:

1. **Reach out to your Expense Report Software Vendor** with R365's Bank Expense or journal entry import template to see if they can produce expense Reports in that format, which you can then import weekly or monthly.
2. **Create a Bank Expense every week or month**. Enter the details of the expense as a Bank Expense, which can be downloaded and re-imported as a CSV file via the [Import Tool](/doc/docs/import-tool).
3. **Create a Journal Entry every week or month**. Enter the details of the expense as a Journal Entry, which can be downloaded from the [Journal Entry Import Templates](/doc/docs/journal-entry-import-templates) training article and then imported via the [Journal Entry Import screen](/doc/docs/importing-journal-entries).
4. **Build a Memorized Journal Entry**. A [Memorized Journal Entry](/doc/docs/creating-a-memorized-journal-entry) can be created and used weekly or monthly if an expense report is the same amount.

Once you record the expense report in R365, ensure to match the expenses to each payment withdrawn from your account so that the credit on the Journal Entry or Bank Expense can be matched in [Bank Activity](/doc/docs/bank-activity-page) in preparation for [Bank Reconciliation](/doc/docs/bank-reconciliation).

Restaurant365

Journal entry (JE) Record posted to the General Ledger to document financial activity.

Structured documents that provide insights and summaries of various operational metrics and financial data.