Expense Management

Under expenses, there are five tabs: all, pending, review needed, ready for accounting, and exported. All: View all expenses. Pending: View expenses awaiting settlement and/or enrichment by cardholders. Review needed: View expenses that need approval from Expense Managers.

Expense Managers can approve, reject, or split expenses:

Approve: Open the expense and click approve. Reject: If the expense information is incorrect:

Open the expense and click reject.

Select a reason: missing information or personal expense.

Split: Expenses can be split into categories by amount, percentage, or part:

1. Open the expense. 2. Click the split tab and adjust as needed.

Ready for accounting: View approved expenses that are ready for accounting.

From the accounting page, expenses can be exported:

Select the expense(s) you want to export.

Click export.

Add a name and comment to finalize the export.

Exported: View expenses that have already been exported, expenses will be grouped by team when exported.

Notify

On the Expenses page you can notify multiple employees at once to encourage them to enrich and submit their expenses, this is done from the the pending tab

Select the expenses you want to send notifications regarding.

Click notify employee.

Us the default comment or update as preferred, then confirm that you want to notify

the selected employees.

The employee(s) will receive a push notification with the chosen message, taking

them straight to the expense that requires attention.