Expense control
- Can I use the Expense control tool without activating virtual cards?
- Can I limit the use of my employees’ cards? Can I do it by categories?
- Can I add multiple comments to an expense?
- Can I make payments in a currency other than euros with Expense control?
- What conversion is applied when making a payment in a currency other than euros?
- What roles exist in Expense control?
- Is it possible to use Expense control without having to load funds into the associated account?
- Is it possible to block a card if it is lost or stolen in Sesame’s Expense control?
- Grant access to Expense control
- Is it possible to use the cards on websites to make purchases?
- Can I reassign cards or users to other employees?
- Do my employees have access to information about available funds when making expenses, or is this information reserved for general roles only?
- What information is shown in the Summary section?
- Do I need to verify my identity to access Expense and Card management? How do I do it?
- How can I export my expenses?
- How can I manage a reimbursement?
- How can I assign users to Expense control?
- How can I assign a card to a user?
- Where are the expense notes stored?
- How does Expense control work?
- How can I break down an expense?
- How can I send expenses to the Export queue?
- How to set up Expense control?
- How do limits and periods work when assigning a card to an employee?
- What are company validators and how can I configure them?
- How can I download the report and expense receipts?
- I’ve been assigned as a company validator, how can I view the expenses I need to validate?
- How can I view the ticket of an already-exported expense?
- Can I export expenses that are still pending approval?
- Can I set approval levels for the expenses submitted by my team?
- How can I create approval teams and who are they made up of?
How can I export my expenses?
From the Export section, you can manage your expenses, send them to the Export queue, and finally export them. To start managing expenses, simply click on the expense or access it through the three-dot menu.
Once inside, you’ll be able to verify all the information provided by the employee:
- Company name.
- Total amount (with the option to break down the expense).
- Category.
- Payment method.
- Date.
- Employee.
- Description.
After reviewing all the details, you can choose to:
- Approve the expense.
- Request more details. Send a message to the employee to provide more information, or use the predefined messages.
- Reject the expense.
- Mark as personal. Categorize the expense as personal use.
Additionally, if you still have expenses pending registration, you can create them from "Add expense" in the Summary section.