View expense item page

This page is shown in Figure 1 and shows all the information relating to the selected Expenses iconexpense item. expense view page

Figure 1 – Expense item view page

The  top header area allows you to Edit icon edit Delete icon delete, Move iconmove or Copy iconcopy the expense item; or add an Attachments icon attachment or Comment icon comment to this expense item. Some details of the expense item are displayed in a number of subsections just below the top header area such as it’s location within Psoda, description, dates and the budget item it is tied to (if applicable). The rest of the page is made up of a number of tabs or sections (depending on your selected view):

Attachments icon Attachments

This tab shows an asset listing of all of the attachments that have been added to this expense item, as shown in Figure 2.  By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by Edit iconediting, Delete icondeleting, Move iconmoving or lock iconlocking/unlock iconunlocking the selected attachment. view page attachments tab

Figure 2 – Expense item attachments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the attachment table or navigate to this same spot to Add iconadd more attachments to this expense item. Here, you can also export this attachment list to Excel export iconExcel or CSV export iconCSV files. At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).  

Comment icon Comments

This tab shows an asset listing of all of the comments that icon_userusers have made on this expense item, as shown in Figure 3.  By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by Edit iconediting or Delete icondeleting  the selected comment. view page comment tab

Figure 3 – Expense item comments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the comment table or navigate to this same spot to Add iconadd more comments to this expense item. Here, you can also export this comment list to Excel export iconExcel or CSV export iconCSV files.  

Expenses icon Details

This tab shows some additional details on the expense item, for example the invoice number, PO number, vendor, general ledger code, job code, amount, whether tax is included in the amount related budget item, as shown in Figure 4. expense details tab

Figure 4 – Expense item details tab

Note that some of the fields on this tab support inline editing.

History icon History

This tab shows shows some basic history of the expense item, as shown in Figure 5.  By default, this tab will present you with a number of details about the expense item’s history such as the creation date, creation user, last update date and last update user. If the expense item has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.view page history tab  

Figure 5 – Expense item history tab

Note that you can customise your change table view by clicking the Edit iconedit button at the bottom of the change table. Here, you can also export this list of changes to Excel export iconExcel or CSV export iconCSV files.