Review other expenses

When to use it

Use this guide when you need to review other expenses.

Before you start

• Open Other Expenses from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes

Viewing or downloading this information does not itself change the source records.

The other-expense lists can be reviewed and downloaded.

Purchases and reimbursements record expenses for approval, accounting and eligible payment scheduling. A saved request or approval is not proof of a completed transfer.

Steps

1. Open Finance → Other Expenses and choose the relevant tab.
2. Filter by date and supplier name where offered.
3. Review date, amount, payment code, and accounting reference information.
4. Use Export CSV for the selected list and check the downloaded period.

Screenshot to add: Other Expenses: review other expenses. Capture filename: images/review-other-expenses.png.

Restrictions

This screen is a review and export view; do not assume it provides an expense-creation or approval action.

Related guides

• Module overview