Team owners and accepted co-admins can review the owner's and eligible members' expenses in one Team Management view, preview receipts, correct eligible unreported categories, open existing reports, and download a CSV or CSV plus receipts ZIP.
Open Team Expenses
Team owners and accepted co-admins can open Team Management → Team Expenses to review expenses from the owner's and eligible team members' separate sheets. No additional owner approval or employee sharing step is needed for an accepted co-admin.
Choose This month, Last month, Last 90 days, or Custom. Filter by Person, Category, or Status, or search by merchant. Choose Totals by person to compare eligible people and categories. Personal allocations remain visible with a separate subtotal and are excluded from business totals.
Review and correct
Choose View receipt to preview an available receipt. Select expenses to change their category together, or change a category in its row. Confirm the changes and any skipped expenses; completed changes can be undone. Only expenses not yet on a report can have their categories corrected here. Expenses already on a report are protected, and existing reports stay unchanged.
Choose an available report title or status to open that person's existing report in its read-only viewer. Its existing downloads remain available there. Team Expenses does not create another report.
The Receipt link in a CSV opens the receipt in Team Expenses. Only a current team owner or accepted co-admin can use it; it does not make the receipt public.
Download
Choose Download, then CSV or CSV + receipts (ZIP). Without a selection, the download covers the filtered list; with selected expenses, it covers that finite selection. The ZIP contains the same CSV, original available receipt files organized by person, and a receipt index showing each exported row's file path or why its file is unavailable. Missing or unsupported individual receipts remain listed in the index. A source outage or transfer error stops the package rather than returning a misleading empty ZIP. Narrow the period or people/expenses if the download limit is reached.
If a member's sheet could not be read, their rows are excluded and the person is named. Before downloading a partial result, review the current warning and confirm that exact set of unavailable members. If the set changes, review the updated warning before trying again. Rows in other currencies without a stored owner-currency amount are disclosed and excluded from owner-currency totals; no live exchange rate is fetched. Some legacy sheets have live formulas that can recalculate a stored home-currency amount without changing the sheet's modified time, so these totals are a point-in-time view, not frozen historical conversions.
Expenses a member marked Omit are not shown or exported; the disclosure strip counts them for the period. Team Expenses is a view and download, not a report submission, approval, payment, accounting post, email, or month-close action. Team downloads are CSV or ZIP, not a consolidated PDF or XLSX.
For card-charge matching and period review, use the Team Reconciliation Dashboard under Push Settings → Corporate Card. Team Expenses lists all eligible sheet expenses, whether paid by company card or not; the dashboard focuses on card transactions and reconciliation actions.