import { Callout, Steps } from ‘nextra/components’

Manage Expenses

Goal: Use the expense list to find, check, update, and follow up expenses without losing track of their supporting information.

The expense list is the working area for day-to-day finance records. Use it before opening a single expense, because the table helps you filter by date, status, amount, supplier, or other visible details.

Before you start

You must have permission to view finance records.
If you need to change an expense, you must also be able to edit finance records.
The expense should already exist unless you are creating a new one.

Find the expense you need

### Open Finance

Open the Finance area and go to the expense list.

Filter or search the list

Use the table search, filters, sorting, and column chooser to bring the most useful information into view.

For example, you can narrow the list to recent expenses, records waiting for approval, a specific supplier, or a specific amount range.

Open the record

Select the expense you want to review. The detail view opens with the expense information, financial information, attachments, and any available workflow actions.

[PLACEHOLDER: screenshot - expense list with filters, visible status column, and a selected expense]

Review the expense before editing

Check the main details first: date, description, supplier, amount, currency, and status. Then review the finance details, such as the account allocation and any linked budget information.

If the expense includes a receipt, invoice, or other evidence, open the attachment before approving or changing the record.

Keep the list readable

When the expense list becomes busy, save time by adjusting the table instead of opening every record:

Show only the columns you use most often.
Group records when you need totals or comparisons by status, supplier, department, or account.
Export the visible data when you need to review it outside IN-YACHT.
Clear filters when you finish, so the next search starts from the full list.

Result

You have found the correct expense, reviewed its current status, and prepared it for the next action: update, approval, payment follow-up, export, or reporting.

Export the Logbook Manage Suppliers