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Expenses Page - Overview

The Expenses Page is where you are able to view, add and edit Expenses which can then be processed for invoicing on the Pending Items Page.

 

Expenses Page Features and Functions:

The Expenses Page is comprised of seven different features and functions which allow you to view, add, edit and export Expenses.

Administration level BullRush accounts will be able to see both their own personal Expenses, as well as the Expenses that have been created by the rest of the Users in their BullRush Organisation.

Team Member accounts are able to view, add and edit Expenses for their own personal account but cannot view the Expenses that have been created by other Users in their BullRush Organisation.

This article will explore the different features and functions of the Expenses Page:

- The User Selector (Admin Accounts Only)

- The Date Selector

- The Refresh Page Button

- The Export to CSV Button

- The Add New Expense Button

- The Expense List

- The Delete Expense Button

 

The User Filter:
The User Filter allows Admin level BullRush Users to filter the Expense list to display only Expenses that have been created by a particular User in their BullRush Organisation.

If you wish to view a list of every Users Expenses, after selecting a specific User, you can click the "All Users" option at the top of the User List.

Click on the User Selector to open it.

 

The Date Filter:

The Date Selector allows you to select from a few different date ranges (or define a custom one) that will filter the Expenses in the Expense List and only display the Expenses that were made within the Date Range.

There are four preset options to choose from; "Today," "Yesterday," "Last 7 Days" and "Last 30 Days."

Clicking on the Custom Range option will open a Calendar Interface, where you will need to select a Start and End Date for your Date Range.

The first date you select will be the Start Date and the second date you select will be the End Date.

 

The Refresh Button:

The Refresh Button updates the Expense List with any Expenses that have been created since the page was initially opened or refreshed last. The User and Date Range filters which you have selected will remain in place after you refresh the page.

 

The Export to CSV Button:

The Export to CSV Button allows you to export a spreadsheet containing the Expenses that are currently displayed in the Expense list. Clicking this button will either immediately download the file to your downloads folder or bring up a confirmation dialogue box that allows you to choose where the CSV file gets saved.

 

The Add New Expense Button:

The Add Expense Button opens the Add New Expense dialogue box, which allows you to define a new Expense and save it.

For a detailed explanation on Adding a New Expense, please refer to the Adding and Editing Expenses Article.

 

The Expenses List:

The Expenses List displays all of the Expenses that fit within the criteria of the User and Date filters which you have set.

Clicking on one of the Expenses in the Expense List will bring up the Edit Expense dialogue box.

For a detailed explanation on Editing an existing Expense, please refer to the Adding and Editing Expenses Article.

 

The Delete Expense Button:

The Delete Expense Button allows you to remove an Expense from the Expense list, which will also remove it from the Pending Items Page. This will mean that you can no longer process this Expense for invoicing.

Clicking on the Delete Expense Button will bring up a confirmation dialogue box that will ask if you are sure that you wish to delete the Expense.

The dialogue box will differ depending on what internet browser you are using, but will function the same.

Clicking "Okay" will confirm deletion and remove the Expense from the Expense List.

Clicking "Cancel" will return you to the Expense Page.

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