How do I favourite a drafted expense?

Modified on Tue, 10 Dec, 2024 at 2:59 PM

In Capture Expense, you may want to favourite some of the drafted expenses you create.

  • The most common reason is for expenses that are frequently used, such as daily travel costs or recurring purchases, providing swift access and submission.

To favourite a draft expense:

Navigate to Expenses

  1. Click on Expenses in the sidebar menu. This action will bring you to the Expenses view.
  2. Select the Draft tab. This should be the opened tab by default. 

Locate the Drafted Expense 

  1. Locate the specific expense you want to favourite. 
  2. Once found, click on the circular checkbox adjacent to the expense. 
  3. With the desired expense selected, click on Set Favourite in the right sidebar menu. 

To view your Favourites 

To view all the drafted expenses you have favourited, simply click on the Favourites tab in Expenses.

 

 

 

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