Expenses card, statuses, and actions

Select the Expenses number or name from the list. On the card, you will see the category, assignees, supplier, dates, payment information, amount, VAT, Contact, linked documents, and additional information. A dash next to a field indicates that no value has been entered.

On the Payments tab, you will find transactions linked to Expense. Tasks helps plan follow-up tasks, Notes are for recording internal comments, Files are for storing documents, and Action History allows you to view recorded changes.

In the Actions menu, you can find options for editing, Payment offsetting, copying, and deleting. The available actions depend on your permissions and Expenses status.

In Preparation, Pending Approval, Approved, Rejected, Incurred, and Advance Paid describe the workflow. Paid or Unpaid indicates the financial status. Consider them together: an approved Expense might still be unpaid.

Related articles

• Creating and editing an Expense
• Expense approval and assignees