Finance

Mark approved expenses as paid, reconciled and billed

Move approved expenses to your completed area by processing the expenses in the Finance area.

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Updated over a week ago

Process approved expenses to file

The CSV export tool will allow you to import your expenses into your invoicing, payment or accounting packages.

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Updated over a week ago

View policy results

View which policy rules an expense has breached

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Updated over a week ago

Add or clear a policy issue from an approved expense

How to clear policy issues from expenses held in Finance under the Approved section

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Updated over a week ago

Post expenses

Use the integration feature to post expenses directly to supported accountancy packages.

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Updated this week

Export completed expenses to PDF or CSV

Export your company expense information to a PDF or CSV report from the Completed section in Finance.

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Updated over a week ago

Split an expense from the Finance section

Split an expense from the Approved section in Finance

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Updated over a week ago

Search completed expenses

Use this article to help view or report on all historical completed expense data.

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Updated over a week ago

Edit a completed expense

How can I make changes to a completed expense?

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Updated over a week ago

Completed reports

Standard reports available for use from the Completed section in Finance with downloadable examples.

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Updated over a week ago

Unallocated data feed transactions

How to view transactions that have not been delivered to a user.

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Updated over a week ago

Import company card statements

Import card statements for your users and reconcile submitted card expenses against this.

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Updated over a week ago

Delete saved card statement import mapping

Delete unused saved CSV card statement mapping from the card statement import feature in the Finance area.

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Updated over a week ago

Undo a card statement import

How to undo a card statement import from the Finance area.

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Updated over a week ago

Data feed transactions

How to view transactions delivered via a data feed.

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Updated over a week ago

Creating an export schedule

How to create an export schedule for automatic report generation.

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Updated over a week ago

Import card statement matching rules for draft expenses & unattached receipts

Card statement matching rules followed when importing your CSV company card statement file.

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Updated over a week ago

Export company card status to CSV

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

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Updated over a week ago

Download a copy of an imported card statement file

Download a previously imported card statement file

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Updated over a week ago

Payment Batches

How to find paid expenses in the Payment Batches area.

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Updated over a week ago

Access export and posting history for expenses

How to access expense data that has been previously exported and posted from Approved in the Finance area

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Updated over a week ago

View draft expenses

You can view your end-user's draft expenses to gain visibility over any expenses that need to be submitted.

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Updated over a week ago

View expenses awaiting approval

You can check to see if there are any expenses that are still with an approver from the finance area.

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Updated over a week ago

Redirect approval

You can redirect expenses to an alternate approval flow within the Finance area.

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Updated over a week ago