Expense History & Records
Search, filter, view receipts and attachments, edit records, and understand deletion choices.
How to View and Search Expense History
Open the Expense module. Use the date-range selector to choose the period. Select one or more pay...
How to View an Expense Receipt or Attachment
View the expense receipt Find the expense in history. Select its numbered receipt link or open th...
How to Edit an Existing Expense
Open Expense History. Find the expense using date, payee, or search filters. Open the row’s actio...
How to Delete an Expense Safely
Deleting an expense changes expense history and can change financial totals. Confirm that the rec...
Expense Module Troubleshooting
The payee is missing Choose Add New Payee, save the record, and then select it. The expense will ...