Introduction
The Expenses is your personal space for managing business expenses. Located in the sidebar under your personal section, it is the first place you go to upload receipts, review extracted data, and prepare expenses for reporting. Every expense you create, whether uploaded manually, scanned from a photo, or received via email forwarding, appears here.Expenses Page Layout
When you open Expenses, you will see:- Expense List: A table of all your expenses with columns for date, merchant, amount, category, and status
- Filters and Search: Narrow results by date range, category, status, or keyword
- Sort Controls: Order expenses by date, amount, or merchant name
- Add Expense Button: The primary action to upload a new receipt or create an expense manually
Expense Statuses
Each expense in your Expenses list has a status that indicates where it is in the workflow:Expense Detail View
Click on any expense in the list to open its detail view. From here you can:- View the original receipt image or PDF
- Edit fields such as merchant, amount, date, currency, and notes
- Assign or change the category and department
- Split the expense across multiple categories
- See which report the expense belongs to (if any)
What You Can Do
Upload an Expense
Upload receipts via drag-and-drop, file browser, or camera
Edit an Expense
Modify expense details like amount, merchant, and date
Categorize Expenses
Assign categories and departments to organize spending
Split an Expense
Divide a single expense across multiple categories
Receipt Forwarding
Automatically capture receipts by forwarding emails
Create an Expense Report
Group your expenses into a report and submit for approval