ExpenseIn

Jack

Process, review and export approved or completed expenses.

Finance

Learn how to move approved expenses to your Completed section by processing the expenses in the Finance area.

Mark approved expenses as paid, reconciled and billed

Learn how to split an expense from the Approved section in the Finance area.

Split an expense from the Finance area

Learn how to use the CSV export tool to allow you to import your expenses into your invoicing, payment or accounting packages.

Process approved expenses to file

Learn how to export your company expense information to a PDF or CSV report from the Completed section in the Finance area.

Export completed expenses to PDF or CSV

Learn how to use the integration feature to post expenses directly to supported accounting packages.

Post expenses via direct integration

Learn how to view which policy rules an expense has breached.

View policy results

Learn how to clear policy issues from expenses held in Finance under the Approved section.

Add or clear a policy issue from an approved expense

Approved

Learn how to view or report on historic completed expense data.

Search completed expenses

Learn how to make changes to a completed expense.

Edit a completed expense

Learn which standard expense reports are available for use from the Completed section in Finance with downloadable examples.

Completed expense reports

Completed

Learn about the Payment Runs section in the Finance area.

Payment Runs

Learn how to create a Payment Run and post your payments using Telleroo.

Create a Payment Run

Learn how to post a Payment Run to Telleroo in the Finance area.

Post a Payment Run to Telleroo

Learn how to void a Payment Run in the Finance area.

Void a Payment Run

Learn how to locate and export your Payment Runs from the Finance area.

Export Payment Runs

Payments

Learn how to import card statements for your users and reconcile submitted card expenses.

Import company card statements

Learn how to view transactions that have not been delivered to a user.

Unallocated data feed transactions

Learn how to view and delete unused saved CSV card statement mapping from the card statement import feature in the Finance area.

View and delete saved card statement import mapping

Learn how to download a previously imported card statement file.

Download a copy of an imported card statement file

Learn how to view transactions delivered via a data feed.

Data feed transactions

Learn how to undo a card statement import from the Finance area.

Undo a card statement import

Learn about the card statement matching rules followed when company card expenses are imported.

Import card statement matching rules for draft expenses & unattached receipts

Exporting company card statement data allows you to see the current status of imported company card expenses.

Export company card expenses status to CSV

Learn how to access expense data that you've exported to file or posted to your accounting package from the Finance area.

Access export and posting history for expenses

Learn how to create an export schedule for automatic report generation.

Create an export schedule

Learn how to edit an existing export schedule.

Edit an export schedule

Learn how to delete an export schedule to permanently remove it.

Delete an export schedule

Imports and Exports

Learn how to view your end users' draft expenses to gain visibility over any expenses that need to be submitted.

View users' draft expenses

Learn how to see if there are any expenses that are still with an approver from the Finance area.

View users' expenses awaiting approval

Learn how to redirect expenses to a different approval flow from the Finance area.

Redirect approval in the Finance area

Pending Expenses

Sign In

Get started

Mobile app video

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.