Finance users can view your users' draft expenses by following the steps below:
1. Go to the Finance area.
2. In the Pending Expenses section, click the Draft Expenses subheading.
All draft expenses for all users will display in this section.
What can you do in this section?
Filter expenses - you can narrow down the results by clicking Filter.
View individual expenses - you can click on a user's name to view the individual draft expenses. You can also further expand the individual expenses to see the expense details.
Against each expense, click the three dots icon to reveal the following options:
Edit - edit the expense details on behalf of the user.
Split - split the expense on behalf of the user.
View History - view the history of the expense.
View Policy Result - see policy results of previously submitted expenses which have been rejected.
Delete - delete the expense on behalf of the user.
Note: This option is only available to Finance users with the Finance Administrator permission. If a draft expense is deleted, the end-user will be notified.
Download expenses - you can download your users' draft expenses to a CSV or PDF file by ticking the checkboxes next to the required expenses, then clicking Export and selecting a desired export format.
