Expenses

All users except users with the human resources role can access the Expenses screen. However, users with the Dealer Authorized and Accounting Roles can access all created expenses.
Other users can only view their own expenses.

On the opening screen, the Expenses created in the last three months are listed in a table. You can access the details of the relevant expense and the transactions button by pressing the orange triangles at the beginning of each line in the table or by holding down the line you want to process for half a second.

Transactions Button

You can perform the following transactions from the action page that will open when you press the transactions button of the expense you have selected.

• Edit
  You can re-edit the expense you selected.
  Driver and salesperson role users can only re-edit the expense they created within a 24-hour period.
  
  
• Set Status to Paid or Unpaid
  This button is a shortcut that allows you to change the status of the expense you selected to paid or unpaid.
  
  
• Delete
  You can delete the relevant expense.

Creating an Expense

• You can create a new expense by filling in the required fields on the Create Expense page that opens by tapping the + button on the top right of the Expenses page.