To efficiently manage and process your expenses, follow the steps below:
Accessing an Expense: From the main 'For Review' tab, click on the specific expense you wish to process.
Expense Processing Interface:
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. This section is further divided into three subsections: Details, Activity, and Related.
Details Subsection
This section breaks down the specifics of the expense:
Supplier: Identifies the entity or individual related to the expense.
Type: Categorizes 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
This section offers insights into the lifecycle of the expense:
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. Such notes enhance clarity, facilitate comments, and can be used to reference other Synced users, fostering collaborative communication workflows.
Related Subsection:
This section links the expense to other relevant records: