Yuvo

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

Expense - Table of Contents

Yuvo-san

Information relating to the Expense module

Expense

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

Introduction to Expense

Checklist to set up expense for the first time

Checklist for Getting Started with Expense

How to Set Up Expense Types

Learn how to assign expense types to your employees

How to Assign Expense Types

Set up tax items for certain expense types

How to Set Up Tax for Expense

Set up exchange rate for expense claims or pre-approvals

How to Set Up Exchange Rate for Expense

Guide on how to set up approvals for expense

How to Set Up Approvals for Expense

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

What are Pre Approvals?

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

How to Approve Expenses on Behalf as Admin

For Admins

Find answers and get help from Intercom Support and Community Experts

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