Expenses Walkthrough

Expenses Overview

Select Expenses from the menu on the left to see the overview of the Expenses currently inputted for the company.

Add Expense

To add an expense, select Add Expense in the top right.

Search Expenses

Search current expenses using the search bar in the top left.

Expense Filters

Filter expenses using the controls under the search bar. You can filter by:

• Project
• Expense Type
• State Date
• End Date

After selecting the applicable filters, select Apply Filter. Select Clear to clear any current filters.

Expense Details

Each expense will have the following details on the overview page:

• System number with a toggle if this expense has been reviewed or not.
• Expense date
• Associated Project number
• Project Name
• Employee who inputted the expense
• Expense Type
• Cost Code
• Amount
• Actions
  • Select the Eye icon to view details for this expense
  • Select the Pencil icon to edit this expense
  • Select the Trash icon to delete this expense

Email, PDF, and Print options

The right side of the screen will list three circles: Email, PDF, and Print.

Email will pop up an input form to email employees or contacts this document. Select the Plus sign on the right to add more recipients. Select Send to send to the select recipients and Close to cancel the email.

Select PDF to down a PDF of the Expense for your records.

Select Print to print a copy for your records.

View Expense Details

View Expense

Select the Eye icon to the right on an expense on the overview page to see details of an expense.

Expense Details

Each Expense will list the follow:

• Expense Date
• Associated Employee
• Expense Type
• Amount
• Project Name
• Project Number
• Cost Code Name
• Cost Code Type
• Notes about this expense

This Expense can also be edited by selecting the pencil in the top right.

Add or Edit Expenses

Add Expense

To add an expense, select Add Expense from the Overview page

For each expense, select the Expense Type, Total Expense Cost, Date, Project, Employee, and Notes. Optionally, you may also take a picture of this expense by selecting Add Picture.

Save this expense by selecting Save and Cancel this expense by selecting Close.

Edit Expense

To edit an expense, select the pencil icon on the overview or details page.

Expense Details

For each expense, select the Expense Type, Total Expense Cost, Date, Project, Employee, and Notes. Optionally, you may also take a picture of this expense by selecting Add Picture.

Save this expense by selecting Update and Cancel this expense by selecting Close.