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Finance
Check, report and process approved expenses
24 articles in this collection
Written by
Jack
Approved
Mark approved expenses as paid, reconciled and billed
Move approved expenses to your completed area by processing the expenses in the Finance area.
Written by
Jack
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.
Written by
Jack
Updated over a week ago
View policy results
View which policy rules an expense has breached
Written by
Jack
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
Written by
Jack
Updated over a week ago
Post expenses
Use the integration feature to post expenses directly to supported accountancy packages.
Written by
Jack
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.
Written by
Jack
Updated over a week ago
Split an expense from the Finance section
Split an expense from the Approved section in Finance
Written by
Jack
Updated over a week ago
Completed
Search completed expenses
Use this article to help view or report on all historical completed expense data.
Written by
Jack
Updated over a week ago
Edit a completed expense
How can I make changes to a completed expense?
Written by
Jack
Updated over a week ago
Completed reports
Standard reports available for use from the Completed section in Finance with downloadable examples.
Written by
Jack
Updated over a week ago
Imports and Exports
Unallocated data feed transactions
How to view transactions that have not been delivered to a user.
Written by
Jack
Updated over a week ago
Import company card statements
Import card statements for your users and reconcile submitted card expenses against this.
Written by
Jack
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.
Written by
Jack
Updated over a week ago
Undo a card statement import
How to undo a card statement import from the Finance area.
Written by
Jack
Updated over a week ago
Data feed transactions
How to view transactions delivered via a data feed.
Written by
Jack
Updated over a week ago
Creating an export schedule
How to create an export schedule for automatic report generation.
Written by
Jack
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.
Written by
Jack
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
Written by
Jack
Updated over a week ago
Download a copy of an imported card statement file
Download a previously imported card statement file
Written by
Jack
Updated over a week ago
Payment Batches
How to find paid expenses in the Payment Batches area.
Written by
Jack
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
Written by
Jack
Updated over a week ago
Pending Expenses
View draft expenses
You can view your end-user's draft expenses to gain visibility over any expenses that need to be submitted.
Written by
Jack
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.
Written by
Jack
Updated over a week ago
Redirect approval
You can redirect expenses to an alternate approval flow within the Finance area.
Written by
Jack
Updated over a week ago