Managing your expenses effectively is crucial for maintaining a healthy financial status. Volopay provide a streamlined approach to tracking and controlling your expenditures made via Volopay cards. This guide will walk you through the process of exploring expenses you've created using Volopay cards assigned to you.
Navigate to My Volopay > Expense > Overview section
At the top of the Overview page, you'll find a summary of your expenses, including 'Missing details,' 'Total amount,' 'Total cashback,' and 'Total no of expenses., you have created using physical and virtual cards.
You can use the 'Search...' bar to find expenses by merchant name, date, or other details. Select a 'Date range', 'Amount' and other filters to view specific expenses.
Below the summary, you'll see a list of expenses. Each entry includes the date, merchant logo, merchant name, the card used, and the expense amount.
To the right, you can also see the 'Expense Review status' and 'Submission Policy status' indicators provide a quick visual cue to the state of each expense.
A green checkmark indicates that the expense has been approved
A red mark means that particular field requires your attention, such as a policy violation or missing receipts.
If you need to export your expense data, use the export button typically located at the top right of the expenses overview page.
Choose the format for the export, such as CSV or PDF, and download the file to your device.
Regularly reviewing your expenses on Volopay allows for timely updates and ensures compliance with company policies. For any assistance or additional information, refer to the 'Quick guide' or contact [email protected].
Remember, staying proactive with your expenses not only helps you keep track of your spending but also assists the company in maintaining a transparent and efficient financial workflow.