Time & Expense > Expense Summary R12

Owned by Kye Hush
Last updated: Apr 12, 2022
1 min read

You can access your expenses via the time and expense module > time & expense menu > expense sub menu. From here, you can:

  • add an expense

  • review and submit expenses entries

  • see where your expenses are in the approval process

EXPENSE NAVIGATION

NUMBER

FUNCTIONALITY

1

Time & expense – gives you access to:

  • Timesheets

  • Expenses

2

This menu allows you to:

  • Expand

  • Collapse

  • View favourite views

  • View global views

  • Modify grid

  • Export grid data

  • View grid shortcuts

3

Icons that allow you to create, copy and delete expenses

4

Allows you to multi update selected expense records

5

Add a job number or search job name to add expense directly onto job

6

Icon that allows you to reject imported expense entries

7

Allows you to search the grid

8

Filter your expense entries by status

9

Allows you to tab to previous/next record

10

Opening the details side bar, allows you to add details and receipts to your expense entries

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