The Expense module allows fuss-free management of all your company's expenses.
The following options are available under the expense module:
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:
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.
Assign the relevant approval flows for your employees. See this article on how to create approval templates.
Create and manage tax items. See this article on how to create tax items.
Set the exchange rate on a daily or monthly basis. See this article on how to set exchange rates.