Review Expenses

Overview

This flow (app) can be used to review and edit an expense or mileage transaction.

139KB

Review Expenses.pdf

PDF

Open

Expense Lines

• Select line to edit

• Lines grouped by expense sheet and color coded with red 🔴 for preliminary, yellow 🟡 for confirmed and green 🟢 for approved and authorized

• Approved and authorized lines are in read only mode

• Expense lines that are connected to a credit card transaction will have a credit card image and the last four digits for the card displayed after the amount

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Expense Detail

• Edit expense information

• Delete expense

• Replace receipt image

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Expense Detail for Credit Card Transactions

• Edit expense information

• Delete expense

• Replace receipt image

• Date and amount cannot be changed for credit card transactions

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Replace Expense File

• Replace an existing or add a missing image

• New or replaced images will not be scanned by the Form Recognizer Service and all existing expense meta data will be kept

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Mileage

• Edit mileage details

• Delete mileage

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