To view or report on all completed expense data from the Finance area, follow the steps below:

Note: A rolling 7 years' worth of historic completed expense data will always be available to keep your expense reporting aligned with HMRC needs.

1. Go to the Finance area.

2. In the Completed section, click Search Expenses.

3. Define your search by using the Date filter to set a date range and utilise the other filters available.

Note: You can use the Search filter field to search for a specific Expense Number, Submission Number (omitting the EI prefix), or to search for a specific user's expenses by typing the user's full name.

4. Click Search to find the expense data matching your search criteria.

5. Click on the user's name to expand the grouped expenses and click on an expense to view each one individually.

Note: All expenses in the search results will be grouped by user and department.

Once you've reviewed your search results, you have the option to export the results to an available export format set up on the account.

If you'd like to export the expenses found from your search to a PDF or CSV export format, see our Export completed expenses to PDF or CSV Help Article.

If there are any expenses in the Completed section that require editing, follow the steps in our Edit a completed expense Help Article.

Important: Marking expenses as incomplete may affect any reports you have previously generated. Once expenses are sent back to the relevant Approved section in the Finance area, their status will also reset to unpaid, unreconciled, or unbilled and they will need to be processed again.