The expense page

Clicking a claim in the list opens it on the right of the screen, so you can move between claims without leaving the list.

Expenses → a claim

Basic expense info

Expenses → a claim → Basic expense info

Everything recorded on the claim sits in one block:

Field	What it tells you
Expense Name	What the money went on
Amount	What it cost
Link To	The job or client the cost belongs to. A job shows as its job code and opens the job when clicked
Status	Where the claim has got to — see approving and paying an expense
Description	Whatever detail was added with the claim
Category	The kind of spend
Group	The group it was filed under, if any
Date	The day the money was spent
Attached Receipt	The receipt uploaded with the claim. Empty here means nobody attached one

Status History underneath keeps every status the claim has been through.

Changing a claim

Expenses → a claim → the action buttons

Three buttons sit at the top right:

• The status dropdown — labelled with the status the claim is on now — moves it to Approved, Reject or Paid. See approving and paying an expense.
• Edit reopens the claim in the same form it was created in, with everything already filled in. Change what needs changing — a corrected amount, a category that was wrong, the receipt somebody forgot to attach — and Update saves it.
• The bin deletes the claim, after a confirmation. It goes from the list, from the job it was linked to and out of that job’s profit figure. A claim that was made in error is worth deleting; one that was turned down belongs on Reject, where it stays on the record.