Find billable expenses
Goal
Find, filter, and open billable expenses.
Who it is for
clerk
Preconditions
- You are signed in to the correct tenant.
- You have permission for this action.
Steps
- Go to Billable expenses.
- Use search and filters (status, party, date) to narrow results.
- Open a row for detail, or start New to create.
Result
You can locate the right billable expense quickly.