Review Expenses

Overview

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

214KB

Review Expenses Cloud.pdf

pdf

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

Expense Detail

• Edit expense information

• Delete expense

• Replace receipt image

Expense Detail for Credit Card Transactions

• Edit expense information

• Delete expense

• Replace receipt image

• Date and amount cannot be changed for credit card transactions

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

Mileage

• Edit mileage details

• Delete mileage