My Expenses

My Expenses

View and manage your expense list.

  • From navigation menu go to: Expense > My Expenses

  • View a list of all your expenses that you have recorded to date by Date, Name, Type, Project, Creator, Receipt and Amount

  • Click the Filter icon on the top right in order to Search an expense by name or filter expenses by: Type, Creator, Receipt and/or Project

  • Click on X Clear filters button on the right in order to clear all filters

  • Click the Group icon on the top right in order to group expenses by: Type, Project or Creator

  • Click on X icon beside the name of the Group type selected that appears above your expense list in order to clear any grouping

  • Adjust column width by dragging the column title bars right or left

  • Click on the 3 vertical dots icon in order to export an expense list in CSV or Excel (.xlsx or .xml) format



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