Introduction
The Business Expenses is a shared workspace where managers, accountants, and finance teams review all business expenses across the organization. Unlike the Expenses, which shows only your own expenses, the inbox aggregates expenses from every employee in your company into a single, filterable view. Access the inbox by clicking Expenses in the sidebar or navigating to/{slug}/expenses.
The Business Expenses requires the that access permission. By default, this is granted to Owners, Admins, Managers, and Accountants. See Roles & Permissions for details.
What You See
The inbox displays all company expenses in a table with the following columns:Filtering and Search
The inbox provides several ways to narrow down the expense list:- Status filter: Show only expenses that are Pending, Missing Info, Flagged, Approved, or Rejected
- Category filter: Filter by one or more expense categories
- Department filter: View expenses for a specific business unit
- Date range: Set a start and end date to focus on a specific period
- Search bar: Search by merchant name, employee name, or amount
Bulk Actions
Select multiple expenses using the checkboxes on the left side of the table to perform bulk operations:- Bulk categorize: Assign the same category to all selected expenses
- Bulk assign department: Set the department for multiple expenses at once
- Bulk delete: Remove selected expenses permanently
- Export: Download selected expenses as CSV or Excel
Expenses vs. Business Expenses
What’s Next?
Review Expenses
Step-by-step guide to reviewing incoming expenses
Manage Expenses
Bulk actions, filtering, and exporting company expenses
Inbox Settings
Configure auto-approval rules, duplicate detection, and more
Expense Reports
Learn how expenses flow into reports for approval