Skip to content
Log in
  • There are no suggestions because the search field is empty.

View Expense or Invoices

Summary

This guide explains how to view or download details of an action item, such as an invoice or expense, within the platform.

In this article

  •  Before you begin
  • Step 1: Access the action item to view
  •  Step 2: View or download the action item
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to view invoices or expenses.
  • Ensure the action item (invoice or expense) is available for viewing or downloading.

Step 1. Access the action item to view

  1. Navigate to the section containing the action items (e.g., invoices or expenses).
  2. Locate the action item (invoice or expense) you want to view.
  3. Click on the 3 dots (options menu) next to the action item.

Step 2. View or download the action item

  1. From the dropdown menu, click on "View".
  2. The action item details will open, allowing you to review the information.
  3. If available, you can download the action item (e.g., as a PDF or other supported format).

Frequently Asked Questions (FAQ)

1. Can I make edits to the action item while viewing it?

 No, viewing the action item allows you to see its details. To make edits, you need to open the item for editing (if you have the necessary permissions).
 

2 .  What if I can’t download the invoice or expense?

Ensure the item is available for download, and that you have the required permissions. If the issue persists, contact your system administrator.

3.  Can I print the invoice or expense after viewing it?

 Yes, once viewed, you can print the invoice or expense if the platform supports that option.