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Expenses · 3 steps

Use the dashboard and All Claims

See your organisation's spending at a glance and find any claim from any member.

Before you start: You need the View All permission for expenses to see other members' claims.

1Read the headline figures

The Expenses Dashboard opens with Spent this month, Pending reimbursement, Awaiting approval and Reimbursed this year. The second row adds the claim count, average claim value and GST input credit (YTD).

Scalar360 screen: Read the headline figures
Numbered outlines show what to click, in order.

2See where the money goes

Monthly spend charts the last six months, Spend by category breaks it down by head, and Claims by status shows how many claims sit at each stage.

Scalar360 screen: See where the money goes
Numbered outlines show what to click, in order.

3Find any claim

Go to Expenses → All Claims for every claim in the organisation, with a Member column. Filter with the tabs — Awaiting, Approved, Reimbursed, Returned — search, or pick a date range, and click a row to open it.

Scalar360 screen: Find any claim
Numbered outlines show what to click, in order.
Approve or return claimsReview the claims waiting for you, check the lines and receipts, then approve them or send them back with a reason.Reimburse a claimRecord that you've paid an employee back for an approved claim — by bank transfer, cash or through payroll.

Still stuck? Contact our support team — or start a free trial to try this in your own company.