Expenses - Expenses

Expenses - Expenses

After Creating an Expense, or Uploading and sending it through Processing, your Expense will land in the Expenses tab.

This is where users with Expense: Submitter permission will see the Expenses they have uploaded. If they have Expense: View All they will see all Expenses for the account, if not they will only see their own uploaded Expenses.

While in Expenses, you can do a number of actions which depends on the status of the Expense, including:
  1. Create an Expense or Report - in the top right, click the Create  button to open a dropdown menu with the aforementioned options
  2. Edit an Expense - make adjustments to the Expense details. Click Save  or Reset  to save/revert any changes
  3. View Grouped Data - if you have Grouped Data enabled, you can view this via the Grouped Data  tab. All information on Grouped Data can be found here
  4. Add to Report - while your Expense is Unreported, you can Add to Report  and select or create a Report. Once added, the Expense will change to Reported
  5. Remove from Report - while your Expense is Reported, you can Remove from Report  (depending on the status of the Report, after the Approved status you will not see this option). Once removed, the Expense will change to Unreported
  6. Delete - an Unreported Expense can be deleted by clicking the Trash  button. If deleted, the Expense can be restored from the Archive
  7. Activity - leave notes and view activity history within the Activity  tab
  8. Report Name - when an Expense is Reported, clicking the blue text in Panel 1 for Report Name will take you into the Reports tab and give you a full overview of what else is in the Report



      

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