Admins and Managers can now view a member’s current Work Expenses on the Team Dashboard with just a few clicks. This new feature also makes generating filtered individual Expense Reports a breeze! Here's how:
Step 1: Go to the Team Dashboard.
Step 2: Click on the ">" button or search for the email address of the user you would like to view.
Step 3: Click the "Expenses" tab to view a list of the user's Work Expenses.
Step 4: Hover over the paper icon to preview the user's Notes, and hover over the paperclip icon to preview the receipt.
Step 5: Click the "Filter" button to view Expenses in a specific time-frame or category.
Step 6: Click the "Select Multiple" button to select certain Expenses or click the "Select All" button to select all of the Tips in the filtered time-frame to export them.
Step 7: Click the boxes of the Expenses you would like to export if you selected multiple.
Step 8: Transaction approval coming soon!
Step 9: Click the "Export" button.
Step 10: Preview selected Expenses and choose between a PDF or an Excel export.
Step 11: Click "Export" to generate a data export of the selected Expenses.
As always, please let us know if there is anything our support team can help you with. Contact us at firstname.lastname@example.org