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!
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 user'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'.
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