Finance

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 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

Split an expense from the Finance section

Split an expense from the Approved section in 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 and to export results to PDF or CSV Export Formats.

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.

Written by Jack
Updated over a week ago

Unallocated data feed transactions

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

Written by Jack
Updated this week

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

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 this week

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 this week

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