ExpenseIn

Jack

Process, review and export approved or completed expenses.

Finance

Learn how to move approved expenses to your Completed section by processing the expenses in the Finance area.

Mark approved expenses as paid, reconciled and billed

Learn how to split an expense from the Approved section in the Finance area.

Split an expense from the Finance area

Learn how to use the CSV export tool to allow you to import your expenses into your invoicing, payment or accounting packages.

Process approved expenses to file

Learn how to export your company expense information to a PDF or CSV report from the Completed section in the Finance area.

Export completed expenses to PDF or CSV

Learn how to use the integration feature to post expenses directly to supported accounting packages.

Post expenses via direct integration

Learn how to view which policy rules an expense has breached.

View policy results

Learn 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

Learn how to view or report on historic completed expense data.

Search completed expenses

Learn how to make changes to a completed expense.

Edit a completed expense

Learn which standard expense reports are available for use from the Completed section in Finance with downloadable examples.

Completed expense reports

Completed

Learn about the Payment Runs section in the Finance area.

Payment Runs

Learn how to create a Payment Run and 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

Learn how to void a Payment Run in the Finance area.

Void a Payment Run

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

Export Payment Runs

Payments

Learn how to import card statements for your users and reconcile submitted card expenses.

Import company card statements

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

Unallocated data feed transactions

Learn how to view and delete unused saved CSV card statement mapping from the card statement import feature in the Finance area.

View and delete saved card statement import mapping

Learn how to 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

Learn how to undo a card statement import from the Finance area.

Undo a card statement import

Learn about the card statement matching rules followed when company card expenses are imported.

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

Learn how to access expense data that you've exported to file or posted to your accounting package from the Finance area.

Access export and posting history for expenses

Learn how to create an export schedule for automatic report generation.

Creating an export schedule

Imports and Exports

Learn how to view your end users' draft expenses to gain visibility over any expenses that need to be submitted.

View users' draft expenses

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

View users' expenses awaiting approval

Learn how to redirect expenses to a different approval flow from the Finance area.

Redirect approval in the Finance area

Pending Expenses

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