How to View Members' Business Expenses and Generate Individual Exports

With just a few clicks, Admins and Managers can conveniently access a member's current Work Expenses directly from the Team Dashboard. This makes filtering individual Expenses a breeze!

Watch the video tutorial below or keep scrolling for a step-by-step image tutorial: 

Step 1: Go to the Team Dashboard.

Step 2: Choose the team member you wish to see. To assist you in refining your search, utilize the search bar to find members by their name, email, or ID.

Step 3: Click the 'Expenses' tab to view a list of the employee's Work Expenses.

Step 4: Select the Expense you wish to view, and if needed, utilize the search bar to filter expenses by date.

Step 5: Click on the receipt to enlarge the view. 

Step 6: To generate an export, click the download button in the top right corner of your screen. 

Step 7: Filter by Date Range, Export Type and select your File Format. Once you're finished, click 'Export data'.