How can I see my Team Member's expense history?

adb

I just took over a team of road-warriors and need to be able to get a history of their expenses. How can I run a report that will show me their expense history?

Sheena Trepanier

Hi @adb - welcome and thanks for posting! The access you're looking for should be granted when you've been made a policy admin. Once you're an admin, you can run historical reports and analysis from your Expenses page. Any other policy admin can make you a policy admin from the People tab of the policy settings.

I'll share some articles we've created that should help you out, but we're here for any questions that come up!

Analytics
Export a custom report