Table of Contents
to setup use Setting up Expenses and Spend Money
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
Access your portal login
Enter the expense details - upload a photo from the phone of the receipt
Creating Journals from 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
If the expense was created by a 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.