Process approved expenses

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

Written by Jack
Updated over a week ago

Export expenses to CSV

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

Export expenses to PDF

Export your company expense information to a PDF report from Finance.

Written by Jack
Updated over a week ago

Search completed expenses

The completed area allows you to do historic reporting on your users' expenses. You can customise reports and download these to PDF or CSV.

Written by Jack
Updated over a week ago

Completed reports

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

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

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

Split an expense from the Finance section

Split an expense from the Approved section in Finance

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

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

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