Shared Expenses

 

Tools > Expenses

  • Add Expense

  • Add Expense Form - Upload Receipt

  • Enter a Payment

  • Receive a Payment

  • Transaction Queue > Edit / Delete

  • Transaction Queue > Confirm Payment

  • Transaction Queue - Status Draft

  • Transaction Queue - Status Approved

  • Balance Summary - Select any total > Balance Detailed Report (List of Entries)

  • Balance Detailed Report - A positive balance in the “My Balance” column is the amount due.

  • View Expense Details - Select “Information” (“i” in a circle)


Email Notifications

The party that received the expense request or payment:

  • Details of the new expense request or payment confirmation.

  • Details of the edited or deleted entry.

The party that entered the request or payment:

  • Approval Authorization - Agree or Disagree.

  • Payment Confirmation - Agree or Disagree.