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Expenses

The Expenses page helps you track all business spending with categorization, receipt management, and approval workflows.

Tabs overview​

TabPurpose
Expense RecordsView and manage all expenses
Create ExpenseLog new expenses
Bulk ImportImport from CSV

Expense Records tab​

Summary cards​

CardShows
Total spendMonthly spending total
ApprovedExpenses approved
PendingAwaiting approval

Filters​

FilterOptions
StatusPending, Approved, Rejected
CategoryOffice, Travel, Utilities, etc.
Payment methodCard, Cash, Check
Date rangeCustom period
ReceiptHas receipt, Missing
ReimbursableYes / No
Tax deductibleYes / No

Views​

ViewBest for
StandardDay-to-day review
GroupableRoll up by employee, category, status
PivotBudget meetings and analysis

Actions​

ActionHow
View detailsClick any row
EditOpen expense → modify → Save
Approve/RejectChange status (managers only)
Export CSVClick Export button

Create Expense tab​

Required fields​

FieldDescription
AmountExpense total
CategoryExpense type
DescriptionWhat it was for
DateTransaction date
Payment methodHow you paid

Optional fields​

FieldDescription
VendorWho you paid
Project codeFor project tracking
NotesAdditional details
MileageFor travel expenses

Receipt upload​

Receipt requirement

Expenses over $25 require a receipt. Upload photo or PDF (drag-and-drop supported).

Save options​

OptionWhat it does
Save DraftSave without submitting
SubmitSend to approval queue

Bulk Import tab​

Import expenses from CSV:

  1. Download the CSV template
  2. Fill in your expense data
  3. Upload the file
  4. Preview and fix any errors
  5. Run import

Tips​

  • Managers should review pending expenses regularly
  • Use filters before Export CSV for targeted reports
  • Pivot view is great for budget planning
  • Log expenses same-day for accuracy

Troubleshooting​

IssueSolution
No expenses showingClear filters, check date range
Can't approveVerify you have manager permissions
Import failedCheck CSV format matches template

What's next​