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Checklist for Getting Started with Expense
Checklist for Getting Started with Expense

Checklist to set up expense for the first time

Yuvo-san avatar
Written by Yuvo-san
Updated over a week ago

When you're setting up the expense module for the first time, here are the things you need to take note of.

Note: You can click on the links throughout this article to find out more about particular topics.

Step 1: Add Expense Types

To start using the expense module, you will first need to set up the expense types for the company.

Step 2: Assign Expense Types

After you have created the different expense types for the company, you can assign the relevant expense types that employees are entitled to claim under.

Step 3: Set Up Approvers

If approvals are required for an expense type, set the relevant approval templates for employees.

See this article to learn how to create approval templates.

See this article for more information on setting up approvers in the expense module.

Step 4: Set up Tax and Exchange Rate (Optional)


Some expenses may be subjected to tax such as VAT or GST. Admins can create any of these taxes via Expense > Expense Settings > Tax

Click on the Add New Tax button to create a new tax item or click the Red Trash icon to delete any of the tax items.

Exchange Rate

Exchange rates need to be set up correctly for expense claims in a different currency (vs. the default currency) to work.

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