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View added expenses

How to view your expenses and edit or delete them if required.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

When an expense is added, you can view them on your profile. You can see the status of the expense, and edit or delete the expense too if required.

📎NOTE: You can only view expenses if you've been assigned to an expenses group.

View expenses

  1. Go to your profile (or the employee's profile if you are an admin or manager)

  2. On the profile menu click Expenses, you can see the expense listed under either:

    • Unsubmitted

    • Awaiting approval

    • Awaiting payment

    • Completed

The tab they are under depends on what stage the expense is.

What you can do on the Expenses page

Edit an expense

To edit an expense click on the pencil icon. Make your changes then click Save.

Delete an expense

To delete the expense click on the rubbish bin icon.

Export PDF

If you click on the 👁️ icon, this shows all the details of the expense, which you can export as a PDF to print.

Submit an expense

If an added expense is still in the Unsubmitted tab, you can submit it for approval.

Approve an expense

Depending on your permissions, you can approve or decline a submitted expense in the Awaiting approval tab.

Pay out an expense

Depending on your permissions, you can pay out an approved expense in the Awaiting payment tab.

Add a new expense

You can add another expense from this page.

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