Last updated 30 May 2023

Expenses Toolbar

The toolbars on the Expenses and Unapproved Credit Card Expenses tabs display the following controls.

The toolbar on the Approved Credit Card Expenses tab displays only the Export option.

Icon	Name	Function
	New Line	Inserts a new line into the grid for a new expense entry.
	Export	Exports the contents of the grid as an Excel file to your local Downloads folder, with the filename in the following format: <tab name>_<staff ref>_<forename> <surname>.xls.
	Save	Validates and saves any new or amended entries. New or amended lines are not validated until they are saved.
	Delete	Deletes the currently selected line after a prompt for confirmation. Credit Card Expenses cannot be deleted, nor rejected.
	Search	Displays the Search window, automatically displaying search results appropriate to the selected line.
	Submit Selected/All	Submits any unsubmitted claims that have been selected. If no claims are selected all unsubmitted claims are submitted. You may be prompted to confirm that you are independent of all Clients on which you have worked during the timesheet period. Active only if all lines have been saved. Submit Selected is not available for Credit Card Expenses.
	Recall Selected/All	Recalls any submitted claims that have been selected. If no claims are selected all submitted claims are recalled. Active only if the relevant expenses have not yet been approved. Recall Selected is not available for Credit Card Expenses.
	Approve	Approves all submitted expenses. Approved Credit Card Expense are removed from the Unapproved Credit Card Expenses tab and added to the Approved Credit Card Expenses tab. Active only if expenses have been saved, and therefore validated, and then submitted. For Credit Card Expenses, active only for standard expenses. Multi-level approval is not supported for Credit Card Expenses. If your application is configured for multi-level approval, Credit Card Expenses can only be approved via the Select Staff Member screen.