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Finance
Finance
Check, report and process approved expenses
20 articles in this collection
Written by
Jack
Approved
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
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
Completed
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
Imports and Exports
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
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 approved expense export history
How to access expense data that has been previously exported from Approved
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