Tracking Expense Authorisation in BigChange

Maintaining an auditable trail for expenses is crucial for transparency and accountability. This article explains how to track the authorisation process for expenses in BigChange by identifying the last person who changed the status of each expense.

• Navigate to Fleet & Resources in the top menu.
• Select Resources from the side menu.
• Use the Filter to find the specific resource by name.

Adding an Expense

• Select the Expenses tab.
• Add a new expense entry.

Tracking Expense Status Changes

Understanding the Status Date

• Upon adding an expense, a Status  and a date stamp will appear.
• This indicates when the expense was initially recorded.

Identifying the Last Status Change

• Select the expense entry to edit it.
• A time will now be added to the Status date field.
• An Owner field will appear below the Status date, showing the last person who opened and modified the expense.

Role of the Owner Field

• The Owner field identifies the individual who last made a status change to the expense item.
• This ensures accountability and provides a clear audit trail for expense authorisation.

Conclusion

Tracking the authorisation process for expenses in BigChange is straightforward. By following the steps outlined, you can easily identify the last person who changed the status of an expense, ensuring a transparent and auditable trail. For further assistance, refer to the BigChange Help Centre or contact support.