ExpenseIn

Jack

Check, report and process approved expenses.

Finance

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

Mark approved expenses as paid, reconciled and billed

Split an expense from the Approved section in Finance.

Split an expense from the Finance section

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

Process approved expenses to file

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

Export completed expenses to PDF or CSV

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

Post expenses via direct integration

View which policy rules an expense has breached

View policy results

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

Add or clear a policy issue from an approved expense

Approved

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

Search completed expenses

How can I make changes to a completed expense?

Edit a completed expense

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

Completed reports

Completed

Learn about the Payment Runs section in the Finance area.

Payment Runs

Learn how to create a Payment Run. Once you've created your Payment Run, you'll be able to post your payments using Telleroo.

Create a Payment Run

Learn how to post a Payment Run to Telleroo in the Finance area.

Post a Payment Run to Telleroo

How to void a Payment Run in the Finance area.

Void a Payment Run

Find out how to locate and export your Payment Runs from the Finance area.

Export Payment Runs

Payments

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

Import company card statements

Learn how to view transactions that have not been delivered to a user.

Unallocated data feed transactions

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

Delete saved card statement import mapping

Download a previously imported card statement file

Download a copy of an imported card statement file

Learn how to view transactions delivered via a data feed.

Data feed transactions

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

Undo a card statement import

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

Import card statement matching rules for draft expenses & unattached receipts

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

Export company card expenses status to CSV

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

Access export and posting history for expenses

How to create an export schedule for automatic report generation.

Creating an export schedule

Imports and Exports

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

View draft expenses

Learn how to see if there are any expenses that are still with an approver from the Finance area.

View expenses awaiting approval

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

Redirect approval in the Finance area

Pending Expenses

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