View your team's expenses
See your direct reports' claims, requisitions and outstanding advances, and how much your team is spending.
Before you start
- Set up employees and supervisorsHR sets who reports to you. Only your direct reports' documents are shown.
- Set up expense categories and typesSpend by category uses the categories HR set up.
Team expenses shows everything your direct reports have submitted (drafts are left out), their advances, and spend for the period. Decisions are made in the Approvals Inbox: see Approve expenses.
Steps
Open Team expenses
In the menu on the left, select Team Expenses (or Human Resources › Expense › Team Expenses).
- Approvals inbox opens the documents waiting for your decision, with a count.
- Three tabs: Documents, Advances and Spend.
- The period: This month, This quarter (the default), This year or All time.
- The totals for the period: Awaiting approval, With finance, Paid / retired and Outstanding advances (with how many are overdue). Select one to filter the list.
- Search by number or name, pick one person (Everyone by default) and a status.
If nobody reports to you, or nothing has been submitted yet, you'll see No team documents yet.
Check advances
Select Advances. Advances are grouped by person, with the most overdue first, and show the amount outstanding. Overdue advances are counted on the tab. Remind the employee to retire them: see Retire an expense advance.
See where the money goes
Select Spend for Spend by category (line totals in the base currency) and Spend by employee (claimed amounts, without rejected and cancelled documents).
Select any document to open it. Its page shows the lines, receipts, decisions, payment and full history, the same as the employee sees: see Track your expenses.
For all your manager tasks, see Managers overview.