Managing expenses
By Yokoy1 author9 articles
- Reviewing expensesThe finance review is the process during which the finance team checks expenses; typically, it takes place after the business approval.
- Deleting a submitted expense report as a finance userRejecting an expense permanently blocks it from being re-submitted.
- Where can I see an overview of all exported expense reports / bookings?
- Filter and display expense, trip and invoice informationAs a finance user, you can use filters to search for specific reports by attribute.
- How can I export reviewed travel expenses?Following the Finance review, reviewed travel expenses are moved to the Finance > Export tab and have the status "ready for export".
- Approval and review strategies for expenses
- Calculating taxable amounts on company benefitsYokoy can provide taxable amounts per expense that can be used to calculate benefit in kind for employees.
- Adding supporting documents to expensesProvide additional information such as proof of expense, customer acknowledgements, etc. as attachments in expenses.
- Auto-apply per diem reductions