Setting up Expenses and Spend Money

Table of Contents

Entering a Spend Money

Spend Money - is spending some company money (normally cash)

A person may attempt to claim they have spent some money.  They can enter the amount they spent, link it to a type and then attach a receipt

Example from the Drivers Portal

You may have

1. Spent your own money - and need money back
2. Used a company card - so a journal will be required on your card
3. Spent cash you collected - a journal is required that reduces your cash count

Counting expected Cash includes spend money amount

The cash count has already included the Spend money amount and reduced the expected cash count.

Approving the Spend Money amount

A person says they spent company cash - however the expense needs to be approved

A user with the secure feature - SecureFeature "CanJournalSpendMoney" needs to 

1. Navigate to the person screen (the person who raised the spend money claim)
   1. Note the way the money was spent - Cash, card, or own money.
2. If the claim is not allowed
   1. Delete it
   2. 
3. If the claim is allowed
   1. Create the associated journal in the system
      1. 

1. Expenses - is spending your money - you need to be re-imbursed

Both use Expense codes

• Setup Expense codes in the system
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Entering expenses requires access to the expenses entry screen

• Driver Portal
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• Employee Screen
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