After expenses were added to your Teamleader Focus account, you can easily search the information you need or create filters to find the expenses right when you need them. Find out all about it in this article.
After adding your expenses to your account you can scan the files to fetch all information or review the expenses manually. Find more information about that here.
You can always delete the expenses from your review queue in bulk, by selecting the box next to the expense and choosing ‘Delete’.
In the top right-hand corner of your expenses overview you’ll find a counter displaying how many free scans there are remaining.
In the overview of your expenses you can search on:
- The document number;
- The supplier of the expense.
Know that we don’t distinguish between regular contacts/companies or suppliers in your account, so if you want to specifically search on expenses per supplier you can always do that here.
Create a filter based on the following fields to easily find the information you’re looking for:
- Expense type
- Date
- Review status
- Bookkeeping status
The filter you selected will be remembered for next time you visit the expenses overview page.
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