Expense

Expense - Table of Contents

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

Written by Yuvo-san
Updated over a week ago

Introduction to Expense

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

Written by Yuvo-san
Updated over a week ago

Checklist for Getting Started with Expense

Checklist to set up expense for the first time

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How to Set Up Expense Types

Guide on how to set up expense types

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How to Assign Expense Types

Learn how to assign expense types to your employees

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How to Set Up Tax for Expense

Set up tax items for certain expense types

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How to Set Up Exchange Rate for Expense

Set up exchange rate for expense claims or pre-approvals

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How to Set Up Approvals for Expense

Guide on how to set up approvals for expense

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What are Pre Approvals?

Guide on what pre approvals are and how they work in tandem with expense claims

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How to Approve Expenses on Behalf as Admin

Guide on how admins can approve expense claims on behalf of others

Written by Yuvo-san
Updated over a week ago