Launch

Creating and submitting expenses

From your Personal workspace you can access your Expenses mini-worskpace, just under your leaves tracker.

Create, submit and check the status of all your expenses across all client projects and organizations.

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Managing your expenses

From your expenses mini-workspace...

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LabelFeatureDescription
ACreate a new expense

You will be asked to select a project to charge your expense to and then the expense will be created.

BExpense detailsOnce created, you can select the code/reason, enter amount and change dates.
CSubmit and track status

Submit your expenses and once submitted track status approved, rejected or "paid"

DReceipts

Attaching receipts can be done by uploading a file or taking an image directly from a webcam or phone.

You can also declare "No receipts" by checking the box.

Attach receipts

Adding receipts to your expenses simplifies the approval process and invoicing.

You can upload, take a pic, or use your phone to attch receipts.

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LabelFeatureDescription
AAttach using a webcamTake an image of your receipt if you have a webcam or upload an image from your file system.
BEdit imageYou can crop and resize the images you take from your webcam as you wish so that only the receipt is shown.

Next steps

Approving expenses by the project manager and organization admin