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Manage expenses for spenders
Manage expenses for spenders

Learn about the features and functionalities available to spenders

21 articles
Spender’s first day with Expense ManagementA brief guide on settings and pages you might encounter during first time use
Opt in to text messagesVerify your added phone number
Home page for spendersInformation displayed on the Home page | Home page for users
My expenses pageWhere to view created expenses | View all your business expenses | Filter expenses | Manage columns
My expense reports pageWhere to view your expense reports | View reports from all status
Add expenses to expense reportsHow to add expenses to a report | Add expenses to a report and submit for approval
Split business expensesHow to split an expense | Split expenses by project, categories or cost centers
Change the currency of expensesHow to change currency on expenses
Understanding expense reportsInformation and actions available on your expense report
Create and submit draft expense reportsHow to create a report in draft | How to submit draft reports
Edit & remove expenses from a reportEdit expenses in a report | Remove expense from a report
Add comments to expense reportsWhat are comments | How to add a comment | Who can view your comments
Share expense reports via emailHow to share expense reports | Email expense reports
Download expense reportsHow to download expense reports | Customise and export expense reports
Sent back expense reportsWhat are sent back expense report | Resubmit sent back reports for approval
How automatic report submission worksAuto-submission of expense reports | Which expenses are submitted automatically
Expense ID and report numbersWhat is an Expense ID | What is a report number | Where to find expense/report number
View expense and expense report historyView expense history | View report history | Track past actions on expenses and reports
Notification preference settingsManage you notification preferences | Update email notifications
Select your time zoneHow to change time zone | Set the time zone you are located in
Help and support for spendersContact our support team | Write to us | Refer to help articles