Overview of expenses and reports

As an administrator or finance department You can use the filters to get an overview of all open expenses or reports.

Expenses

Go to the expenses in the menu on the left hand side. At the right top corner you will see 'Find and filter'. When you click on it the extended find and filter function will appear.

Choose the status of your choice and click on search. Now the expenses of your choice will appear.

When you choose 'All expenses' (standard setting) all expenses made will appear.

When you choose 'Unreported', all expenses that have been added by the employees but not added to a report will show.

When you choose 'Unsubmitted', all expenses that are added to a report and have not been submitted will show.

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Reports

Go to the reports in the menu on the left hand side. At the right top corner you will see 'Find and filter'. When you click on it the extended find and filter function will appear.

Choose the status of your choice and click on search. Now the reports of your choice will appear.

When you choose 'All reports' (standard setting) it will show all reports that have been created.

When you choose 'My reports', all reports you created will appear.

When you choose 'To approve' all reports that have been submitted, and are not final approved will show.

When you choose 'All except closed', it will show all reports that have not been closed.

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You can find more information about statuses here.