Table of Contents

Expenses can be entered by anybody using the Portal login.

Track if you spent:

• your own money and need to re-imbursed via Payroll
• Company cash
• Used a company card (company responsible for payment)

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

Full page of new expense entry view (Scroll on phone)

Save details before adding attachments

Attach a photo

Save details before adding attachments

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

Users with authority to create journals

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

Creating Journals from Expenses 

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

Created Journal - an invoice to the employee

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

Expense Reimbursement

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