Under Expense > Process admins will find 3 buttons on top.
1. Get Approved Expenses
This will move all Approved expenses from Expenses Transactions page to the To Process tab. By clicking on this button all expenses that has an "Approved" status will be pulled into the "To Process" page.
2. Download Report
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".
3. Set As Processed
After processing the file or payout, admins can set the transactions as processed. This will move all the transactions (except for transactions on hold) to the "History" page.