My Expenses
The My Expenses page lets you view and manage all your own business expenses. You can track the status of each expense, create new entries, and monitor your total spending.
How to Access My Expenses
From the sidebar, expand Expenses and click My Expenses.
My Expenses Dashboard
The dashboard displays all your submitted expenses with the following details:
Expense Table Columns
| Column | Description |
|---|---|
| # | Serial number |
| Title | Name/title of the expense (clickable to view details) |
| Employee | Your name and email |
| Amount | Expense amount in ₹ |
| Category | Type of expense (Food, Travel, Other, etc.) |
| Priority | Urgency level (urgent, high, medium, low) |
| Status | Current status of the expense |
| Date | Date the expense was created |
| Actions | View icon (👁) to see full expense details |
The page also shows the Total Amount of all your expenses at the top.
Status Filters
Use the status filter chips at the top to quickly filter your expenses:
| Status | Color | Description |
|---|---|---|
| Draft | Grey | Saved but not yet submitted |
| Submitted | Orange | Submitted and awaiting review |
| Approved | Green | Expense has been approved |
| Rejected | Red | Expense has been rejected |
| Reimbursed | Purple | Expense has been reimbursed |
Click any status chip to filter the list. Click ✕ Clear to remove all filters.
Top Action Buttons
| Button | Description |
|---|---|
| Filters | Apply advanced filters to the expense list |
| Refresh | Refresh the list to see the latest data |
| + New Expense | Create a new expense |
Creating a New Expense
Click the + New Expense button to add a new expense. The process follows these steps:
- Fill in basic information — Title, description, category, date, amount, and priority. See Adding a New Expense for full details.
- Add vendor information — Vendor name, details, receipt number, and tax amount.
- Set location — Where the expense occurred.
- Attach receipts — Upload supporting documents (JPG, PNG, PDF).
- Save or Submit — Save as draft or submit for approval. See Draft or Submit for details.
Managing Your Expenses
Viewing Expense Details
Click the view icon (👁) in the Actions column or click the expense title to see full details including attachments and comments.
Editing Draft Expenses
Expenses in Draft status can be edited before submission. Open the expense and update any fields as needed.
Tracking Approval Status
After submitting an expense, you can track its progress through the status column:
📝 Draft → 📤 Submitted → ⏳ Pending → ✅ Approved / ❌ Rejected → 💰 Reimbursed
Adding Comments
You can communicate with your approver by adding comments on an expense. See Comments for more details.