To-do lists

Your To-Do List shows expenses that need your attention before they can be finalised. Expenses appear here when required details (such as receipts, categories, tags, or other company-specific fields) are missing.

Use the To-Do List to:

• Find expenses that need your attention
• Add missing information
• Make sure expenses are ready for review and bookkeeping
• Avoid delays in accounting or reimbursements

Required information

Your organisation decides which fields are mandatory on expenses. These can include:

• Receipts
• Categories
• Tags
• Custom fields
• Specific details requested by reviewers

Complete an expense from the to-do list

1. Go to Expenses
2. Open your to-do list (or Waiting for your action, depending on what you see)
3. Select the expense you want to complete
4. Provide the missing information
   • The missing information/required fields will be highlighted
5. Select Save
6. Once you’ve added the required details and saved, the expense is removed from your to-do list.

Good to know: 

• Can’t find an approved expense? They won't show on your to-do list even if they need a receipt. Use the "Missing receipts" filter to view all expenses without attachments
• Missing receipts and the to-do list check different information points:
  • Missing receipts check whether an attachment exists
  • The to-do list checks actions that are currently required from you