Files > Working with transactions on a File > Expense transaction details

Expense transaction details

To see Expense transactions on a File, open the Expenses view of File Details. Or open the All Transactions view and, if necessary, sort by Type.

The information shown for an Expense includes the transaction date, Expense Code (if any), reference number (if any), units and per unit rate or flat rate (if appropriate), amount, and Invoice Number of the Bill on which the Expense is included (or "Draft" or "Final" if included on a Bill that is not yet posted).

Working with transactions

To open the details of an Expense for viewing, editing, or deleting, double-click it.

Filtering the list

In the All Transactions and Expenses views, you may filter transactions by date range and choose to include billed only, unbilled only, or both.