Expenses settings

The Expenses settings can be accessed from the Expenses dashboard. Select Save once you have made any changes.

• Group Expenses

  Use this to select by which value the expenses will be grouped on the Expenses dashboard. You can choose to group your expenses by Date, Client, Job,Expense Type or Notes. Select Reset to return to the default setting.

• Sort Expenses

  Select one of the grouped fields to sort by. The available value(s) will reflect the setting chosen in the Group Expenses.

• Show Expense Totals

  Choose whether to show the approval status totals for each expense group. Use the toggle to make your selection.