Backup History of Reports and Integrations in Expensya
Updated
Expensya gives employees full access to their expense reports, mission orders, and budget statuses. This allows them to check the different steps of submitting and approving their reports.
It also helps administrators, accountants, and managers control and track various procedures. At each step, they can see who took specific actions, the date of these actions, and any changes made.
Expense Report History
As a manager/validator, you can review the history of reports sent for validation by your employees.
To access:
- Go to the "Manager" tab.
- Click on "Edit report"
- At the bottom of the page, you'll find the expense report history.
Employees, whether they are regular users, validators, administrators, or accountants, can also view their own notes from the "Notes" tab.
To access:
- Go to the "Reports" tab.
- Click "Edit Report."
- Scroll to the bottom of the page to see the list of actions on the report as shown in the attached image.
Additionally, Expensya offers a record of data integrations and exports for administrators.
This history provides complete visibility into integration and data export actions, making overall expense management easier.
To access:
- Click on the "Admin" tab.
- Click on the submenu "Import/Export Histories."
