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

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"

However - this does not create the Journal in your system as you first need to approve the spend money amount.  When you navigate to the Journal Batch screen - you will see the spend money amount - but no journal will be listed

1. 1. 
      
      1. 1. To create the journal in the system (and hence accept the amount of the expense) - 
            
            1. Navigate to the Persons Screen - Expenses tab
2. 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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