1. Enter the amount spent.
2. Add the description (up to 1000 characters).
3. Enter the location where an expense incurred.
4. Enter the date when the expense incurred.
5. Select an account that the expense relates to, for example entertaining.
6. Apply a relevant tracking category to the expense.
7. Assign expense to a customer or a project, if applicable.
8. Use labels to group related expenses, for example for the expenses incurred during a business trip.
9. Check if the total agrees to an invoice/receipt and adjust tax rate if necessary.
You can also attach an image of a receipt or an invoice.
Once the form has been completed, it can be approved, submitted (ready for approver to approve) or saved as draft (if you’ve not finished).
Expenses are split into three categories:
1. Your own – shows all the expenses submitted by you. 2. To review – shows expenses submitted by your employees and you, which are waiting to be approved or declined. 3. To pay – approved expenses that are ready to pay. Approve/Decline expenses - If an expense has been declined by an approver, it will be marked as Incomplete for a staff member to go back, edit it and resubmit for approval. Approver can add a note with the reason for decline. Staff member will be notified via the mobile device whether his expense was approved or declined.
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