Where to view employee's expenses?

Overview:

As an admin/manager, you may be required to review employee's expenses from time-to-time. This guide aims to show you where to view employee's expenses and what you can expect will happen in the system.

TABLE OF CONTENTS

• Expense widget
• Expense tracker page
• Viewing expenses via employee profile
• For Managers: Viewing expenses to approve/reject

Expense widget

• On the home page, there is a widget that shows a snapshot of your draft expenses and expenses that are waiting to be approved.

Expense tracker page

• Go to Expenses > Tracker
• On this page, you can view all submitted expenses and their status

Viewing expenses via employee profile

• Go to employee profile page
• Click on the Expenses 'button'
• On this page, you can view all the expense policies the employee is entitled to and their respective remaining balances under the "My expense policies" section
• Scroll down and you can view all their submitted expenses 

For Managers: Viewing expenses to approve/reject

• Go to Expense > Submission > To Approve
• On this page, you can view all submitted expenses to approve/reject
• Select the expense which you would like to view for more information or to approve/reject

Important note: 

• Ability to view expenses are tied to access controls, please make sure the role assigned to you has the right expense privileges

Still Need Help?: 

Reach out to our support team should you need further assistance.