Documentation ยท Expenses
How To Use The Expenses Dashboard
What this does
This guide explains the main Expenses dashboard as a starting page.
The dashboard is where users move into expense entry, bulk upload, bulk queue, viewer, reports, payments, and settings.
What you can do from this page
- add a new expense
- bulk upload receipts or files
- review the bulk queue
- open the viewer
- open reporting
- move into payments or settings
Main paths from this page
- To add a record manually, use Expenses: How to add an expense.
- To upload in volume, use Expenses: How to bulk upload expenses.
- To review queued work, use Expenses: How to use the expenses bulk queue.
- To review records, use Expenses: How to use the expenses viewer.
- To review reporting, use Expenses: Expenses reports overview.
Cross-app note
If expense grouping and reporting need to line up with pay periods and staff structure, some of that setup still lives in the Admin App.