It’s important to know the difference between these three terms when processing expenses from approving to paying out:

1. Approved Expenses2. To ProcessHistory
Employee requests that are approved by the employee’s manager and tagged as “Approved”.Process approved expense transactions to make it ready for payout.

After processing approved expenses, these expense transactions will be moved to the History tab.

TWO steps to do before processing the expenses for payouts:

Step 1: Before you process the expenses for payout, please ensure that those expenses / claims have been

approved. Only approved expenses will be moved from the Expenses Transactions page to the To Process tab.

Step 2: Before clicking on "Set as Processed", admins can download a report of all expenses on the page. Admins

can screen expenses for the payout cycle and exclude those that are not.

To exclude an expense from payout, simply toggle "To Process" to be "On Hold". 

To process expenses for payout:

1. Head to the left panel. Click Expenses > Process.

2. Click Get Approved Expenses. This will retrieve all approved transactions and group them as “To Process”.


3. Confirm by clicking Confirm. Wait for the page to refresh.

4. You can toggle 'To Process' or 'Hold' for certain approved expenses. Put expenses On Hold if you wish for them to be processed on a later date. 

5.Click Set As Processed.

6. Confirm by clicking Confirm. Wait for the page to refresh.

7. All selected processed transactions will be moved to the History tab.

8. Search Different Pay Out dates to see expenses that were processed on that particular date