Documentation ยท Expenses
How To Manage Payments In Expenses
What this does
This guide explains the Payments page in Expenses.
That page is used when the expense side of the workflow needs to be grouped or reviewed in payment-oriented batches.
Why this page matters
The page depends on the expense records being correct first.
It also depends on shared setup such as pay periods being clean if the team expects expense reporting and payment grouping to line up with the same operational periods used elsewhere in the suite.
Main paths from this page
- To fix source records first, use Expenses: How to add an expense.
- To review the records behind the payment grouping, use Expenses: How to use the expenses viewer.
- To fix shared pay grouping, use Admin App: How to set up pay periods.