Reviewing & Publishing Expenses

Overview

This guide explains how to view, edit, and process expenses in the Synced system.

Getting Started

Accessing an Expense: From the main 'For Review' tab, click on the specific expense you wish to process.

Expense Processing Interface

The system displays expenses using a two-panel layout:

• Document Display: Upon selecting an expense record, the associated document will be presented on the left side of the screen.
• Extracted Details: The right side will showcase the extracted details from the document, organised into three subsections: Details, Activity, and Related.

Details Subsection

• Supplier: Identifies the entity or individual related to the expense.
• Type: Categorises the nature of the expense.
• Ref: Provides a reference number or code for the expense.
• Date: Specifies the date the expense was incurred.
• Due Date: Indicates when the payment is expected.
• Currency: Denotes the currency used in the expense.
• Account: Identifies the account associated with the expense.
• Details: Gives a more in-depth description of the expense.
• Totals: Provides the total amount of the expense.
• Payments: Offers a summary of payments related to the expense.

Activity Subsection

• Activity Log: Displays a chronological record of the various stages the expense has passed through.
• Notes: Users can add remarks or annotations to the expense record, which enhance clarity and enable collaborative communication among Synced users.

Related Subsection

• Company: Displays the contact record corresponding to the selected Supplier.
• Approvals: Reference the Approvals guide for comprehensive information.
• Tags: Consult the Tags guide to understand their concept and utility.