This article will show the steps to customise your approver/controller expense overview — from adding and removing columns, to grouping expenses, to resizing your expense panel. This lets every approver or controller tailor their screen to how they like to review expenses.
Add and remove columns
- Go to Expenses
- Switch the role from Personal to Approver.
- Click the + sign on the right-hand corner of the screen.
- To add columns, click '+ Add column'. To reorder columns, drag the elements. To remove columns, click the 'X'.
Group by
You can group expenses directly from the overview by Trip, Project, or User. Each group displays the number of expenses and the total amount, giving you a clearer view of spending at a glance.
- Go to Expenses
- Go to the Approver view
- Select a group option — Trip, Project, or User.
Your expenses will now be grouped accordingly, with each group showing its expense count and total amount.
Flexible Expense Panel
You can control how much space the receipt and the expense form each take up when reviewing an expense. Open an expense to view the receipt and expense form side by side. Drag the divider between them to resize the panel to your preference.