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View Expenses in Admin

Summary

 This guide explains how to view the details of an expense in the Admin section, including general information, member details, and approval history.

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 Admin permissions to view expenses.
  • Be familiar with the types of expense details available for review.

Step 1. Access the expense to view

  1. Navigate to the "Admin" section from your main dashboard.
  2. Select "Expenses" or "Expense Management" to view the list of expenses.
  3. Locate the expense you want to view.
  4. Click on the 3 dots (options menu) next to the expense.

Step 2. View the expense details

  1. From the dropdown menu, click "View Expense Details".
  2. Review the following sections:
    • General Details: View the expense name, amount, date, and other general information.
    • Members Details: See the details of the members associated with the expense, such as the requester and approvers.
    • Approval Details: Check the approval status, approval history, and any approvers involved in the expense approval process.

Frequently Asked Questions (FAQ)

1.Can I edit an expense while viewing it?

No, you can only view the expense details. To edit it, you need to click the "Edit" button (if you have the necessary permissions).
 

2. Can I see who approved or rejected the expense?

Yes, under the "Approval Details" section, you can see the complete approval history for the expense.

3.What should I do if I cannot find the expense I need to view?

 Ensure you're in the correct section and that you have the appropriate permissions. If the expense still isn’t visible, contact your system administrator.