Record and review expenses

What this does

Review Finance expenses and travel expenses using their respective workspaces and the actions available to your role.

Steps

1. Open Expenses to review expense records. Use the create action to add a record and complete the fields presented.
2. Open a record to review it or use the available edit action to update it.
3. For travel-related expense records, open Travel & Expenses and follow the actions shown there.

Result

Expense creation and review actions depend on the permissions and options shown in your workspace.

Related/Next guide: Review payments.