Expenses

Types of expense categories
Upon configuration, you may create an expense policy based on 1 of the 3 categories available. Under Expense > Policies > click "Create Expens...
Mon, 18 Jan, 2021 at 4:59 PM
What are the available types of expense policies
Available types of expense policies: Expense policies are set up to allow all or a certain group of employees to be able to submit expense requests. T...
Fri, 23 Apr, 2021 at 4:57 PM
How to process expenses for payouts
TWO steps to do before processing the expenses for payouts: Step 1: Before you process the expenses for payout, please ensure that those expenses / c...
Fri, 23 Apr, 2021 at 2:18 PM
How do I know if the approval routing for Expenses is set up correctly?
To check the approval routings, admins can generate an approval routing report from the admin dashboard. Go to Expenses > Reports > Generate Repor...
Thu, 10 Dec, 2020 at 11:26 AM
How do expense limits work?
What are Expense Limits? Expense limits are caps placed on the expenses. Under both Allowance and Generic Expense Policies, admin is able to set expense...
Wed, 2 Dec, 2020 at 11:20 AM
How to view approved expenses
What are Approved Expenses? Approved Expenses are employee expense requests that are approved by the employee’s manager. Under the Status column,...
Thu, 22 Apr, 2021 at 3:25 PM
How to view and process expense transactions
What are Expense Transactions: Expense Transactions are employee expense requests. Every expense request is tagged Pending, Approved, or Rejected. This s...
Thu, 22 Apr, 2021 at 3:35 PM
Expenses Process: Approved, To Process and History
It’s important to know the difference between these three terms when processing expenses from approving to paying out: 1. Approved Expenses 2. To Pr...
Thu, 22 Apr, 2021 at 3:58 PM
How to set approved expense claims as processed expenses
What are approved and processed expenses Approved Expenses - Employee requests that are approved by the employee’s manager and tagged as “Approved...
Mon, 18 Jan, 2021 at 3:37 PM
How to download processed expenses reports
What are Processed Expenses: Processed expenses are employee expense requests that have been approved by their manager and processed for payout.   ...
Fri, 23 Apr, 2021 at 2:25 PM