Understanding the Expenses Dashboard in Hyper

Understanding the Expenses Dashboard in Hyper

The Expenses Dashboard in Hyper is your central hub for managing, tracking, and submitting expenses.

Accessing the Expenses Dashboard

  1. Log in to your Hyper account.
  2. From the left navigation column, click on Expenses.
Accessing Expenses Dashboard in Hyper

This will open the Expenses Dashboard, where you can view and manage your expenses across three main tabs.
  1. Submit Your Drafts: Displays any draft expenses you have created but have not yet submitted. From here, you can review, edit, and finalize these expenses for submission.
  2. Under Review: Lists expenses that are awaiting approval by your company admin. These may be expenses that have not been auto-approved based on your company policy.
  3. Completed: Shows all expenses that have been reimbursed or rejected.

Actions from the Expenses Dashboard

At the top-right of the Expenses Dashboard, you will see two action buttons:
  1. Create an Expense
    1. Click to create a new expense.
    2. Options include: General Expense, Mileage Expense, or Stipend Claim.
  2. Add Card Receipts
    1. Use this to upload missing receipts for any draft expenses.
    2. Clicking this will open a new page where, on the left-hand side, you will see all your draft expenses.
    3. Select the expense that needs a receipt, then drag and drop the file or click to upload it.
    4. Supported formats: PNG, JPEG, PDF, Microsoft Word.
Add Receipts to Draft Expenses

Editing Draft Expenses

To edit a draft expense:
  1. Go to the Submit Your Drafts tab.
  2. Click on the draft expense you wish to modify.
  3. You can:
    1. TARS, our AI powered assistant will have already assigned a Project Billing Code, but you are able to edit and select a different GL code if needed.
    2. If linked to your personal credit card, or a corporate credit card was used, associate the expense with a specific transaction from your credit card transaction history
      1. Click on Add Transaction
      2. In the pop-up window, you can select the linked card (if more than one card is linked to your account)
      3. Click on the related transaction in the list below
    3. Add attendees
    4. Add memo
    5. Add trip (if a Trip was created by your admin and the transaction is related to that business trip)
Editing Draft Expenses


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