Table of Contents

to setup use Expenses tracking - spending company cash

Expenses can be entered by anybody using the Portal login.

Track if you spent:

Photograph the receipt to the expense (or use desk scanner)

Your Approver will have a list of expenses to approve - and will approve individual expenses

Once approved any that are to be re-imbursed can be linked to payment

Capturing the Expense on the Phone

Add a new expense

Save details before adding attachments

Save details before adding attachments

Can take a photo - or browse previously taken photos on the phone

Can create journal directly from portal - example business owners etc.

Back end users who review and approve expenses.

Expenses need to be approved before they become journals in the system that need to be acted on

Once you have created the journal - the attachment will be visible from the journal also

If the expense was created by a drivers delivery run then the journal will be visible in the batch for that run and affect the cash count required

If an expense is to be reimbursed then the person must have spent their own money.