My Expenses

The My Expenses page lets you view and manage all your own business expenses. You can track the status of each expense, create new entries, and monitor your total spending.

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How to Access My Expenses

From the sidebar, expand Expenses and click My Expenses.

📊

Dashboard Tracking

View your Total Amount at the top and track all submitted expenses.

🔍

Status Filters

Use the status chips (Draft, Submitted, Approved) to quickly filter your list.

➕

New Expense

Click the + New Expense button to start a new reimbursement request.

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Understanding Status Labels

📝

Draft (Grey)Saved but not yet submitted. Can be edited.

📤

Submitted (Orange)Sent to your manager/approver and awaiting review.

✅

Approved (Green)Expense accepted and moving to finance.

💰

Reimbursed (Purple)Funds have been disbursed to you.

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Managing Your Expenses

Creating a New Expense

Click the + New Expense button to add a new expense. The process follows these steps:

1. Fill in basic information — Title, description, category, date, amount, and priority. See Adding a New Expense for full details.
2. Add vendor information — Vendor name, details, receipt number, and tax amount.
3. Set location — Where the expense occurred.
4. Fill in custom fields — Provide any organization-specific details defined by your administrator.
5. Attach receipts — Upload supporting documents (JPG, PNG, PDF).
6. Save or Submit — Save as draft or submit for approval. See Draft or Submit for details.

Viewing and Editing Existing Expenses

Viewing Details Click the view icon (👁) in the Actions column or click the expense title to see full details including attachments and comments.

Editing Draft Expenses Expenses in Draft status can be edited before submission. Open the expense and update any fields as needed.

Adding Comments You can communicate with your approver by adding comments on an expense. See Comments for more details.