KnowledgeBase

You can modify the list of universal members by pressing the settings button found in the top right corner of the app screen. To make any changes, you'll need to be an approved admin in your organization.

Universal Members have broader access across the app, allowing them to view and manage any Expenses record by default.

The access levels available are Public or Members Only. If set to Public, anyone in your organization can view the record. If set to Members Only, visibility is restricted to the contacts you assign as members, ensuring controlled access.

You can search for specific expense reports using the search bar at the top of the Expenses app screen. Enter search parameters such as Report ID, Report Title, Status, Description, Manager, or Total Cost to find the records you're looking for?

Yes, you can easily upload receipts and other relevant documents to an Expenses record by adding a receipt and following the upload steps. Upload easily from your device, Appward cloud, or paste directly from your clipboard.

An expense report can be in one of several statuses: Draft (in progress), Approval Requested (awaiting approval), Approved (accepted), Denied (rejected), or Returned (sent back for revisions).

Line Items are the detailed entries within an expense report, each representing a specific expense. These entries include details such as the date of the expense, the vendor, the amount spent, and a description of the purchase.

The Expenses app helps employees efficiently track and manage their expenses. It allows users to list expenses, attach receipts, create detailed reports, and streamline the approval process with managers, ensuring accurate and timely reimbursements.

Total spending is calculated by summing up all the individual expenses listed as line items within the report, providing you with an overall amount spent during the specified time frame.