After you upload an expense, it will move to the Expenses tab within the Expense Reports folder if the system doesn't reject it.
📎NOTE: This page is similar to the Inbox in the Sales or Purchases folders, but doesn't have the same functionalities.
From this tab, you can see the list of expenses that you need to process until you archive or move them.
The following features and actions are available from the Expenses tab:
View
The View button to the left of each expense will allow the user to access the expense details:
From this page, you can do the following:
Select categories
Edit any of the details as relevant
Mark an expense a reimbursable or not
View the Invoice History and download the document in PDF
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Select categories
From the Expense Category column, the user can select the relevant expense category, if they haven't done it when uploading the document.
Assign to a report
From under the Report column, the user can here assign the expense to a report.
Add Items
From the Add Items button, the user can add manual expenses, and add mileage expenses.
Actions
To activate the Actions button, tick and select one or multiple expenses from the list on the left side.
This feature allows a user to process the same action on multiple expenses at once.
The actions available in this Expenses tab are:
Assign to Report
Archive
Reject
Move
Delete
NOTE: the Download option isn’t available here. You can still download an expense from the View or Activity tab.
Filters
Status
You can also filter the expenses list view by status:
All statuses
Unassigned
Open
Submitted
Rejected
Search bar
The search bar allows you to filter the expenses by keyword.
Dates
You can also filter expenses within a specific date range.