Expenses

Expenses handles the path from a receipt or credit-card transaction to an approved ledger entry. Receipts come from upload, card transactions come from bank feeds, and reviewers attach, categorize, submit, approve, or send items back.

​

Sidebar

​

Reading the dashboard

Dashboard opens on the month’s card spend against the same window last month, how many charges still have no receipt, and what is unreconciled. Below that: every card with its balance, who spent this month, and where the money went. The queue tiles lead into the surface that clears each number.

​

Uploading receipts

Drop PDFs or photos on Receipts. Zeno reads the vendor, amount, date, and card last-4, then tries to match the receipt to a pending card transaction. Receipts without a match stay on Receipts and appear in Review as orphan receipts. Drag an orphan receipt onto the matching transaction when the automatic match needs help.

​

Reviewing card transactions

Open Review to process pending credit-card transactions. Each row needs the right vendor, category, property or job when your organization uses scoped modules, and a receipt unless you mark the receipt as not required. The card chips above the search box filter the queue to one card. They hold the order you set by dragging the cards on the Expenses dashboard, so a card keeps its spot no matter how many charges are pending on it. With a card selected, Change reopens the row and Register opens that card’s register. Approving posts the transaction to Books. Cardholders without approval rights submit their expenses for a reviewer instead. See Expense Reporting for the full reviewer and reporter workflow.

​

Using My Expenses

My Expenses is the cardholder view. It shows the user’s own transactions, receipts, and submission state. Expense Reporters land here by default and do not see the reviewer surfaces. Admins and reviewers use Review to approve submitted items or send them back with a reason.

​

Reviewing registers and documents

Use Registers for account-level transaction ledgers, reconciliation, statement imports, and account activity. Bank-feed setup lives in Settings → Bank Feeds. Approved receipts and expense files are searchable from Document Center, reached from More → Documents.

​

Reporting

Expense reports live in Reports. Expenses by Property shows expense and COGS totals per property for a date range, each broken down by category. For setup and access rules, see Settings → Bank Feeds for cardholder assignment and Admin & Settings for Expense Reporter and Reviewer access.