A client's expenses
The expenses tab inside a client workspace — review, categorise and approve everything they've logged.
Inside a client, the Expenses tab lists every expense they've captured, whether from a receipt photo or entered manually. Filter by date range, category or approval status.
Common tasks
- Click a row to open the full detail with the original receipt image.
- Re-categorise a batch by selecting multiple rows and using the bulk actions bar at the bottom.
- Approve submitted expenses in one step — see Approvals workflow for the full lifecycle.
- Export the current filtered view straight to CSV from the export button in the header.