Troubleshooting Common Expense Issues

Overview
Solutions for the most frequent problems encountered when managing expenses.

Troubleshooting / FAQs
Issue: Cannot save expense
Solution: Make sure all required fields (red *) are completed.

Issue: Recurring expense not generating
Solution: Verify billing frequency, start date, and that status is Approved.

Issue: Import CSV format error
Solution: Use the provided template; check for extra commas or missing headers.

Issue: Receipt won’t upload
Solution: Confirm file size is less than 5 MB and the file type is supported (PNG, JPG, or PDF).

Issue: Expense missing from export
Solution: Check that the table filters match the desired date range and status.