Questions by Category: "Expense reports"

One of the coolest feature in Apptivo Financial Apps is that one can customize the name of the PDF attachments while composing and sending out emails (Estimates, Invoices etc.). For ins...more

Expense Reports App allows you to provide access to the users who are deputed to view Notification in Expense Reports App. The users who have privilege for notification are able to acce...more

The privileges are the permission granted to some of the users to perform a specific action. Expense reports app allows you to provide the access to the user who are deputed to perform ...more

Expense Reports App allows you to provide access to the users who are deputed to view side panel in this App. The users are given privilege for side panel. For instance: If a superuser ...more

Apptivo provides multi-currency support with an automatic currency conversion rate. All the account transactions will be done using the company’s base currency. However, you can see t...more

Expense Reports App permits to provide access to the users who are deputed to view Home page in Expense Reports App. Only the users who have privilege for home page activities are able ...more

Expense Reports App allows you to provide access to the users who have been deputed to view Reports in Employees App. The users who have been given privilege to access reports can see "...more

Expense Reports App allows you to provide access to the users who have been deputed to view Settings option in Expense Reports App. The users who have privilege for settings are able to...more

Expense Reports App allows you to provide access to the users who are deputed to view Schedule Follow up option in Expense Reports App. The users who have the privilege for Schedule Fol...more

Expense Reports App allows you to provide access to the users who are deputed to view display drop down in Expense Reports App. The users who have privilege for display drop down are ab...more

Expense Reports App allows you to provide access to the users who are deputed to view Bulk action in Expense Reports App. The users who have privilege for bulk action are able to access...more

Expense Reports app allows you to view the deleted Expense Reports using an option called "Trash". If you want to restore the deleted records/reports that too is possible. All that you ...more

The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed. Now users can view the associated data of the standard ref app and c...more

Expense Reports App allows the super user to give access to the users who are deputed to access submit button in Expense Reports app. Not all users are given the permission. Usually, th...more

You can link Bank of America account to the Apptivo Expense Reports Management. Once you have linked the account, you can integrate all transactions from your credit cards or bank accou...more

Expense Reports App allows you to provide access to the users who are reputed to access Actions in Expense Reports App. The users who have privilege for Action are able to access "Actio...more

Expense Reports App allows you to provide access to the users who are deputed to view Reports.  Only the users who have privilege for reports are able to access "Export" icon which is ...more

Default home page view in Expense Report app allows you to change the settings to customize the view of your home page. The following steps will help understand better. To Customize Def...more

Views are the filters that are easily accessible from the left navigation menu. Views can be configured as per your needs in the left side navigation of the Expense Reports dashboard. L...more

Expense Reports App permits the users who have been deputed to access delete button in Expense Reports app. The users who have the privilege for this access, can use “delete” button...more

You can integrate American Express account to the Apptivo " Expense Reports App ". Once you integrate the account, you can merge all transactions from your credit cards or bank account,...more

Apptivo Expense Reports app allows you to "Configure Currencies” in the Business Settings. To enable multi currency option for your Expense Reports follow the succeeding steps. Here w...more

Apptivo Expense Reports has a list of all prominent banks. If you are holding account with one or more banks you can link your Expense Reports with them. Here we have the steps to conne...more

When tracking expenses in Apptivo, there are individual "expenses" and then "expense reports" which contain expenses. You'll commonly refer individual expenses referred to as "expense l...more

Using this App you can export your expense report, and all related data. You are able to select the desired set of expense report, then download the data in a IIF file. This file can be...more

Email is a widely used form of business communication. Business emails can be sent using the Email Templates in Expense Reports app. You can design a standardized email template, to giv...more

You can connect the Citi bank account to the Apptivo “ Expense Reports App ". Once you have connected the account, you can integrate all transactions from your credit cards or bank ac...more

Customize App is a common feature for all Apptivo apps. These are like business attributes which supports you to customize your business applications with the custom fields. They can be...more

Statuses in expense reports are used for visually analyzing the status about the expense report. You can customize your expense reports status by the following steps. Lets go through th...more

Expense Reports app allows you to generate reports using "Reports" option which is located at the header bar. Here it allows you to create some standard default reports which are given ...more

Attendee is a contact/employee who attends a particular event. He or she could also be an employee who is involved while creating expense report. You can add more attendee to the expens...more

Expense Reports collaboration setting allows you to view common features available in apps such as news feed calendar follow ups tasks call logs emails notes documents You can also giv...more

In Expense Reports App settings, Actions gives access to the users who have been deputed to perform certain customized actions. The users who have been given privileges for customizing ...more

Expense Reports App allows you to upload the receipt for a specific expense. This is done either while creating or editing the expense reports.You can add receipts to an expense line. L...more

You can customize Accounting rules from Settings of your Expense Report App. The accounting rules in expense reports are integrated with Apptivo Ledger App. This is similar to workflow ...more

"By Status" option allows you to filter the expense reports based on their status. Expense Reports status has the seed values as default. They are as follows Not Submitted Submitted App...more

Expense Reports App allows you to choose a Category to match the type of category the report belongs to. Category is used to segment and help keep the reports organized. The app allows ...more

Expense Reports app has many default standard reports. This report allows you to view the Expense Reports created using the option By Customer. Here you can view all the reports associa...more

You can customize reports settings in order to hide or show your reports. You can also give privileges to your employee in order to access reports from their account. Lets take a look ...more

Apptivo Expense Reports App has many default standard reports. This report allows you to view the Expense Reports created for your employees. With this, you can have a report of all the...more

Expense Reports app has many default standard report templates. This report allows you to view the Expense Reports created for the projects. To View Expense Reports by Project Log in an...more

The expense reports app has several groups of configuration settings that allow you to adjust the way the app functions. Configuring the app before entering your information is always a...more

Expense Reports app has many default standard reports. This report allows you to view the Expense Reports created for the projects. All that you have to do is log in to your app and loo...more

Apptivo Expense Report app allows the user to integrate it with Quickbooks, an accounting software. Lets follow the steps to understand better.To Integrate Expense Report with Quickbook...more

Our Approval flow is simple and elegant, allowing complete collaboration and follow,through to make sure your expenses are logged correctly and viewed by your manager. Expense Reports A...more

Expense Reports app has many default standard reports. This app allows you to view the Expense Reports created By Supplier. Wherein "by Supplier" means the reports that are associated w...more

Expense Reports  app allows you to create one or more expense reports. You can create an expense report and submit it for an approval to your manager. You can send the expense reports ...more

Notifications nothing but alerts raised by the application when an event occurs. Expense Reports allows you to configure the following alerts. Have a look.News FeedAll events in Expense...more