Company Finance Expenses Tab

The Expenses tab in Company Finance lists all expense entries associated with the selected company. Use the available filters to search and narrow the list.

Column descriptions

Column	What it shows
Member	The member who created the expense entry. Select the member’s name to open the expense entry detail.
Date	The date the expense entry was created.
Expense Amount	The amount entered on the expense entry.
Total Amount	The total amount of the expense entry.
Invoice Amount	The invoiced amount pulled from the expense entry.
Billable	The billable type: B (Billable), NB (Do Not Bill), or NC (No Charge).
Reason	The reason for the expense, pulled from the Notes field on the expense entry.
Location	The location of the service or project board the expense entry is tied to.
Department	The department of the service or project board the expense entry is tied to.
Status	The current status of the expense entry (e.g., Submitted, Approved).
Expense Type	The expense type selected on the expense entry.
Compliant	Whether the expense meets the Expense Max Amount threshold configured on the Expense Type setup table. Entries that exceed the limit are flagged as non-compliant.
Has Attachment(s)	A checkmark if one or more attachments are associated with the expense entry.