{"id":693,"date":"2016-09-21T16:35:43","date_gmt":"2016-09-21T04:35:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=693"},"modified":"2023-08-27T22:04:25","modified_gmt":"2023-08-27T22:04:25","slug":"a514","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a514\/","title":{"rendered":"View expense item page"},"content":{"rendered":"
This page is shown in Figure 1 and shows all the information relating to the selected \"Expenses<\/a>expense item<\/a>.\r\n\r\n\"expense<\/a>\r\n

Figure 1 – Expense item view page<\/strong><\/p>\r\nThe \u00a0top header area<\/a> allows you to\u00a0\"Edit<\/a> edit<\/a> \"Delete<\/a> delete<\/a>, \"Move<\/a>move or \"Copy<\/a>copy the expense item; or add an \"Attachments<\/a> attachment<\/a> or\u00a0\"Comment<\/a> comment<\/a> to this expense item.\r\n\r\nSome details of the expense item are displayed in a number of subsections just below the top header area such as it’s location within Psoda, description, dates and the budget item it is tied to (if applicable). The rest of the page is made up of a number of tabs or sections (depending on your selected view):\r\n

\"Attachments<\/a>\u00a0Attachments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the attachments<\/a> that have been added to this expense item, as shown in Figure 2.\u00a0 By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link.\r\nFrom the Actions column<\/strong> of this attachments table, you can act on individual attachments by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a>, \"Move<\/a>moving<\/a> or \"lock<\/a>locking<\/a>\/\"unlock<\/a>unlocking<\/a> the selected attachment.\r\n\r\n\"view<\/a>\r\n

Figure 2 – Expense item attachments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the attachment table or navigate to this same spot to \"Add<\/a>add more attachments to this expense item. Here, you can also export this attachment list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nAt the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).\r\n\r\n \r\n

\"Comment<\/a>\u00a0Comments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the comments<\/a> that \"icon_user\"<\/a>users<\/a> have made on this expense item, as shown in Figure 3.\u00a0 By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few.\r\nFrom the Actions column<\/strong> of this comments table, you can act on individual comments by \"Edit<\/a>editing<\/a> or \"Delete<\/a>deleting<\/a>\u00a0 the selected comment.\r\n\r\n\"view<\/a>\r\n

Figure 3 – Expense item comments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the comment table or navigate to this same spot to \"Add<\/a>add more comments to this expense item. Here, you can also export this comment list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\n \r\n

\"Expenses<\/a>\u00a0Details<\/h4>\r\nThis tab shows some additional details on the expense item, for example the invoice number, PO number, vendor, general ledger code, job code, amount, whether tax is included in the amount related budget item, as shown in Figure 4.\r\n\r\n\"expense<\/a>\r\n

Figure 4 – Expense item details tab<\/strong><\/p>\r\nNote that some of the fields on this tab support inline editing<\/a>.\r\n

\"History<\/a>\u00a0History<\/h4>\r\nThis tab shows shows some basic history of the expense item, as shown in Figure 5.\u00a0 By default, this tab will present you with a number of details about the expense item’s history such as the creation date, creation user, last update date and last update user. If the expense item has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.\"view<\/a>\r\n\r\n \r\n

Figure 5 – Expense item history tab<\/strong><\/p>\r\n

Note that you can customise your change table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the change table. Here, you can also export this list of changes to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p><\/div>\r\n

Related topics<\/h4>\r\n