{"id":143551,"date":"2026-08-24T11:53:28","date_gmt":"2026-08-24T11:53:28","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%b9%d8%b1%d8%b6-%d8%aa%d9%81%d8%a7%d8%b5%d9%8a%d9%84-%d8%a7%d9%84%d9%85%d8%b5%d8%b1%d9%88%d9%81\/"},"modified":"2026-08-30T09:35:46","modified_gmt":"2026-08-30T09:35:46","slug":"viewing-expense-details","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/viewing-expense-details\/","title":{"rendered":"Viewing Expense Details"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The Expenses app lets you view all the details of any recorded expense through the app on a single screen, so you can review its financial data, understand its source, and take available actions on it directly. This guide explains the screen\u2019s content in detail.<\/p>\n<h2 id=\"accessing_the_screen\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Accessing the Screen<\/h2>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can open the Expense Details screen from two places:<\/p>\n<ul dir=\"ltr\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">By tapping any expense from the app\u2019s home screen.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">By tapping any expense from the \u201c<strong style=\"color: #111827;\">Expenses<\/strong>\u201d screen.<\/li>\n<\/ul>\n<div style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><\/div>\n<div style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<div tabindex=\"-1\" role=\"article\" aria-setsize=\"744\" aria-posinset=\"739\" aria-label=\"Message 739 of 744\" style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<div style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<div style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<div style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<div style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<div style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<div style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<div style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<div style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2 id=\"screen_content_\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Screen Content <\/h2>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Header<\/strong><\/p>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The header contains:<\/p>\n<ul dir=\"ltr\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A back navigation button.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The expense\u2019s reference number.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A sync status icon (shown in green once syncing is complete).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A \u201c<strong style=\"color: #111827;\">More Options<\/strong>\u201d (\u22ef) menu.<\/li>\n<\/ul>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Directly below the header, a text indicator shows the expense\u2019s current status:<\/p>\n<ul dir=\"ltr\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Synced<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">In Progress<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Failed<\/strong><\/li>\n<\/ul>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Expense Labels (When Available)<\/strong><\/p>\n<ul dir=\"ltr\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Category Label:<\/strong> Displays the expense\u2019s category when available (e.g., \u201c<strong style=\"color: #111827;\">Electronics<\/strong>\u201c).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">AI Extraction Label:<\/strong> Displays \u201c<strong style=\"color: #111827;\">By AI<\/strong>\u201d only if the expense was created using the \u201c<strong style=\"color: #111827;\">Scan Expense Using AI<\/strong>\u201d feature \u2014 this label never appears for manually added expenses.<\/li>\n<\/ul>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Transaction Summary Section<\/strong><\/p>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">This section displays the expense\u2019s core financial data:<\/p>\n<ul dir=\"ltr\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Date:<\/strong> The expense date.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Amount: <\/strong>The existing value of the expense.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Tax Information:<\/strong>\n<ul dir=\"ltr\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Tax 1<\/strong> (e.g., \u201cVAT (Exclusive) (375.00)\u201d)<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Tax 2<\/strong>, if applicable (e.g., \u201cSales Tax 2.5%\u201d)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Payment Details Section<\/strong><\/p>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">This section displays:<\/p>\n<ul dir=\"ltr\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Treasury<\/strong> (e.g., \u201c<strong style=\"color: #111827;\">Main<\/strong>\u201c)<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Journal Account<\/strong>: displays the sub-account that was selected while adding the expense.<\/p>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note<\/strong>: If no custom account was selected when the expense was added, the field displays the default value \u201cAuto\u201d.<\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Description Section (When Available)<\/strong><\/p>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Displays the expense description text if it was entered when the expense was created; this section doesn\u2019t appear if no description is available.<\/p>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Primary Action<\/strong><\/p>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A \u201c<strong style=\"color: #111827;\">Print<\/strong>\u201d button appears at the bottom of the screen when available, to print or export the expense directly.<\/p>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">More Options Menu<\/strong><\/p>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The \u201c<strong style=\"color: #111827;\">More Options<\/strong>\u201d (\u22ef) menu includes the following actions:<\/p>\n<ul dir=\"ltr\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Edit<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Print<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Clone<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Open in Browser<\/strong> \u2014 opens the expense in the full web version of the system.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Hide from Mobile App<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Delete<\/strong><\/li>\n<\/ul>\n<h2 id=\"notes\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Notes<\/h2>\n<ul dir=\"ltr\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The expense\u2019s status on this screen updates immediately if it changes (e.g., from \u201cIn Progress\u201d to \u201cSynced\u201d).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The \u201c<strong style=\"color: #111827;\">By<\/strong> <strong style=\"color: #111827;\">AI<\/strong> \u201d label appears exclusively for expenses generated via the AI scanning feature, and does not apply to any manually entered expense regardless of how it was entered.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[5202],"tags":[13367,13371,13369,13366,13370,13368,13365,13372,13342,13343,13344,13345,13346,13347,5130,13348],"class_list":{"0":"post-143551","1":"tutorial","2":"type-tutorial","3":"status-publish","4":"hentry","5":"category-fast-expense-recording","6":"tag-by-ai-label","7":"tag-clone-an-expense","8":"tag-expense-payment-details","9":"tag-expense-sync-status","10":"tag-open-expense-in-browser","11":"tag-transaction-summary","12":"tag-viewing-expense-details","13":"tag-why-doesnt-the-by-ai-label-appear","14":"tag----en","17":"tag-----en","18":"tag-----ai-extracted-en","19":"tag---en"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Viewing Expense Details - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/viewing-expense-details\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Viewing Expense Details - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The Expenses app lets you view all the details of any recorded expense through the app on a single screen, so you can review its financial data, understand its source, and take available actions on it directly. 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