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View Expense

Summary

This guide explains how to view the details of an expense, allowing you to check the information submitted for a specific expense.

In this article

  •  Before you begin
  • Step 1: Access the expense to view
  • Step 2: View the expense details
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to view expenses.
  • Be familiar with the expense details you need to review.

Step 1: Access the expense to view

  1. Navigate to the "Expenses" or "Team Expenses" section from your main dashboard.
  2. Locate the expense you want to view.
  3. Click on the 3 dots (options menu) next to the expense.

Step 2: View the expense details

  1. From the dropdown menu, click on "View".
  2. The expense details will open, allowing you to see all the submitted information, including the amount, date, description, and any uploaded receipts or supporting documents.

Step 3: Confirm and add the expense

  1. Once all details are entered, click "Confirm" to save and add the expense.
  2. The expense will be submitted and available for review or approval.

Frequently Asked Questions (FAQ)

1. Can I edit the expense while viewing it?

 No, you can only view the expense details. To edit the expense, you will need the appropriate permissions and select "Edit" if available.

2 . Can I download or print the expense details?

 If supported, you can download or print the expense details directly from the view page.

 

3. What if I can’t find the expense I need to view?

Ensure you're in the correct section and have the necessary permissions. If the expense is still missing, contact your system administrator.