Review collections, due amounts and expenses

Use Payments, Due Amounts and Expenses for the mobile financial workflows available to your account.

Choose the correct task

• For a customer collection, follow collect payments. Check customer, method and invoice allocations before saving.
• For historic debt, follow opening balances.
• For overdue review, follow due amounts. Pending cheques are not cleared receipts.
• For a business cost, follow submit an expense, including the receipt attachment when useful.

Expense submission and posting are different permissions. The app can offer Approve and Post to authorised users; inspect the expense first and confirm the resulting status. Business rules may auto-post an expense, so do not assume every submission is pending. Saved payment editing is disabled in this shared mobile flow; involve authorised staff for correction.