Tetri Copilot
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ExpensesUpdated May 2026

Expenses Overview

How the Expenses module works in Tetri Copilot.

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Overview

The Expenses module lets you record, categorize, and manage all business expenses. You can attach receipts, route expenses for approval, track reimbursements, and get AI-powered categorization suggestions. The Expenses module connects to budgets, analytics, and compliance reporting.

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Note

Expense management is part of the Starter plan and above. On the Free plan the Expenses section is hidden — start a free trial or upgrade to unlock expenses, approvals, budgets, and recurring expenses.

How to Open Expenses

  1. 1

    In the left sidebar, expand the Expenses group.

  2. 2

    Click Expenses.

  3. 3

    You see a list of all expense records.

Expense List Columns

FieldRequiredDescription
Date—The date the expense was incurred.
Supplier—Who the expense was paid to.
Category—The expense category (e.g., Office Supplies, Travel, Software).
Amount—The expense amount.
Status—Current approval/payment status.
Actions—Options to view, edit, or delete the expense record.

Related Articles

→Add an Expense→Expense Categories→Approvals and Reimbursements

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