Review expenses on your phone

An expense is money your business spends, like rent or a repair. A Manager or an Owner adds expenses in the admin app. The Manager app lets you check each one, with the photo of its receipt.

Check an expense

1. Tap Expenses on the bar at the bottom.
2. Tap a tab: Pending, Approved, Rejected or On hold.
3. To see one kind of expense, tap it, like Rent.
4. Tap an expense to see all its details.
5. Tap Receipt attached — tap to view to see the photo of the receipt.
6. Tap Approve, Reject or Hold.

To reject an expense or to put it on hold, type the reason. Use at least 5 letters. Then tap Submit rejection or Submit hold. The staff member sees the reason on their phone.

Hold means you need to check something before you decide. The expense moves to On hold.

Who can answer

Only an Owner can approve, reject or hold an expense. A Manager can see every expense and its receipt, but the buttons do not work for them. The app says Expenses are approved by the Owner. Nobody can approve an expense they added themselves.

What else the page shows

• The cards at the top show the money in Pending, Approved, Rejected and On Hold.
• The page starts with the last 30 days. Tap the dates at the top to choose other days.
• Recently resolved lists the last expenses that were answered.

An Owner can also swipe an expense to the right to approve it, or to the left to reject it. The app asks them to check first.