Who this is for: Employees and authorised expense reviewers
An expense record keeps the cost and supporting information together. Approval and reimbursement follow your company's own process.
Steps
Open Expenses and choose Add Expense.
Enter the item or purpose, amount, purchase date and other required details.
Select the related employee, project or category when the form offers those fields.
Attach the relevant receipt or bill if needed, check its contents and save the record.
Review the expense status and any feedback. An authorised reviewer can approve or reject it through the available workflow.
If you get stuck
If an expense seems absent, check the employee, project, status and date filters. Saving or approving a record does not by itself make a bank transfer or guarantee a reimbursement date. For a rejected expense, ask the reviewer what information needs to be corrected before submitting another record.