The Expense module allows fuss-free management of all your company's expenses.

The following options are available under the expense module:

  • My Expense

  • Team Expense

  • Expense Settings

My Expense

The My Expense tab consists of the following options:

  • My Expense Claims

    Submit and view expense claims here.

  • My Pre Approvals

    Pre-approvals are categories of expenses that have been approved for a set project or time period.

  • My Expense Balance

    An overview of your expense balance.

Team Expense (For admins and managers only)

The team expense tab has the following options:

  • Team Expense Claims

    An overview of the team's expense claims.

  • Team Pre Approvals

    An overview of all pre-approvals.

  • Team Expense Balance

    An overview of the team's expense balances.

Expense Settings (For admins only)

The expense settings tab has the following options:

  • Expense Types

    Create and manage the different expense types your company has e.g. medical, transport, accommodation claims, etc. See this article on how to create and manage expense types.

  • Approval Templates

    Assign the relevant approval flows for your employees. See this article on how to create approval templates.

  • Tax

    Create and manage tax items. See this article on how to create tax items.

  • Exchange rates
    Set the exchange rate on a daily or monthly basis. See this article on how to set exchange rates.

Did this answer your question?