Expenses and reports
Managing expenses and reports
16 articles
Export
Exporting business expenses and expense reports
Export business expensesHow to export business expenses in PDF, CSV and Excel format
Advanced export formulasFormulas for advanced settings export
Manage expense reports
Managing business expense reports to edit, approve, and close
Create expense reports on behalf of spendersHow to create and submit expense reports for employees
Mark approved expense reports closedClose approved expense reports
Send back expense reports as an adminHow employees can correct expense details
Add an additional approver to an expense reportHow to add an approver to an expense report
Approve expense reportsHow to approve expense reports
Filter expense reportsHow to filter expense reports by date, user, status and more.
Edit an expense report’s nameHow to change the name of an employee’s expense report
Manage expenses
Managing business expenses
Filter your business expensesHow to filter expense reports by date, user, status and more
Save and share filtersHow to save a filter | Share saved filters with colleagues
Edit your employees’ expense detailsHow to change expense details
Understanding transaction statusWhat is transaction status | Pending and Posted transactions
Delete business expensesHow to delete expenses on the All business expenses page
Split business expenses as an adminHow to split an expense | Split expenses by project, categories or cost centers from the business expenses page
Matching the receipts to expenses as an adminWhat are unmatched receipts? How can I match receipts to expenses?