Expense

Expense - Table of Contents

Use this to easily find the information you need for the Expense module

Written by Yuvo-san
Updated this week

Introduction to Expense module

A quick introduction to the features under the Expense module and an overview of options available.

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Updated yesterday

Checklist for getting started with Expense

Checklist to set up expense for the first time

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Setting Up Expense Types

Getting to know more about how to set up different expense types.

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Set up tax for Expense Types

Set up tax items for certain expense types

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Set up exchange rate for Expense

Set up exchange rate for expense claims or pre-approvals

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Setting Approvers for Expense

Learn how to set approvers for expense

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Manage approvers for Expense claims

How to manage approvers for expense claims

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What are Pre approvals?

What pre approvals are and how they work in tandem with expense claims

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Mananging Pre approvals (Admin)

How to manage pre approvals, from approving/rejecting to editing an existing Pre approvals.

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Manage approvers for pre approvals

How to manage approvers for pre approvals

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Assign expense types to your employees

Learn how to assign expense types to your employees

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Expense Balance

How to view or manage your own and a team's expense balance

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Submit expense claims (employee)

How to submit expense claims as an employee

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Submit pre approvals (employees)

Learn how to submit pre approvals as an employee

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Updated yesterday