V3 Expenses Screen - Overview

You can find the Expenses List by going to Accounting > Expenses. If it is your first time on this screen, it will look something like this:


Unlike other list screens, the Expenses Screen will load Expenses without having any filter applied. You can always create or apply filters if you want to see more refined results on this page. The filter selection remains at the left side. If you are viewing a filter, it will be displayed at the left. Every time you return to this screen you will see the last filter you had applied. Additionally, you can use the search bar at the top of the table to search for Vendors within the filtered results.

At the top right you can click Add Expense to add a new Expense or click Edit Table to manage which columns you see in the table and the order in which they appear. You can also move columns in the table by hovering at the left to reveal the double-dotted line:


Click and drag on the double-line to re-position the column. You can also click on the double-arrows on the right side of the column to sort the column in ascending or descending order. 

Any of the blue text is a clickable link. Click on the date of an Expense to open the Expense itself. 

Check the box next to one or more Expenses to make the Delete and Export options visible on the left:


Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?