Expense Inbox: Expense History

The History page shows you all the expenses you have sent in, whether they were processed successfully or not.

Accessing History

Click History in the navigation menu to see all your processed expenses.

What You'll See

Column Description
Added Date When the expense was submitted
Expense Date The invoice or receipt date
Job # Job number in the connected account (eg Jobber)
Vendor Name of the vendor on the invoice
Amount Total net cost of the submitted expense
Description Expense summary generated by the app
Status Processing success or failure indicator

Understanding Status Indicators

✅ Success (Green)

  • Expense successfully created in Jobber
  • Receipt attached
  • All data processed correctly

❌ Error (Red)

  • Something went wrong
  • Try to resubmit or contact support
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