We are going to be going over how to view you expenses that you’ve entered into the program and how to sort those and find them quickly. We try to make this as simple as possible. So starting on the desktop. You will go to your more tab located at the top and then click on expenses. Here you will see three options view expenses, add expenses, and add expenses with an image.
Now you will go ahead and click view expenses. There is a search capability to find a specific expense that you are looking for. Say you want to search for an expense during a meeting. You will simply type meeting into the search bar and it will trim down until we find the expense you are looking for. You can search by the vendors name and even trim it down by the actual amount.
This is super handy if you wanted to compare it to your bank statements. You can also sort the expenses by the price, the date, the vendors, and even the description. We would recommend that you always add images. It’s best to keep your expenses saved and have multiple versions of everything. You can view these images at any time by clicking the view image button next to your expense.
This makes it really handy when a year later you’re filing your taxes you don’t have to wonder where these receipts are from. You can simply upload them and forget them. Thank you have a great day!