This feature is common to all sharemundo links® solutions.
Notes:
- Only company administrators (and project managers if you have a sharemundo links® solution that includes project management) can access all expense reports for all company employees as well as those pending approval.
- Users without administrative rights only have access to a preview of their own timesheets. If you don't have these advanced rights, please click here if you'd like more details on your expense report overview.
Step 1: Go to the 'Time and expenses' section in the navigation menu.
Step 2: Two tables are available (for the company administrator and project managers if you have a sharemundo links® solution that includes project management):
- The 'Expense claims awaiting approval' table gives you an overview of all the expense claims you need to approve or reject.
- The 'Expense claim tracking' table shows all expense claims for all company employees.
Step 3: In both tables, you can sort each column by clicking on it. A second click will sort the information in reverse order.
Step 4: For the 'Expense claim tracking' table, you can also :
- filter expense reports using the various fields available above the table;
- a filter on a project will give you an overview of all the expense claims relating to that project.
- perform an expense claim search using the dedicated field.