What is the Expenses Module ? 

The Expenses Module is where admins can digitalise the expense claims submission and processes of the company. Admins are able to configure Expense Policies for employees to submit claims for, view and manage these claims submissions, configure the approval routings for these claims as well as digitally process these claims for pay out to the employee. 

There are several steps admins will have to complete in order to set up the Expense Module: 

1. Complete Set Up of People Module - How to Set Up People Module

2. Set Up Approval Routings -

3. Configure General Settings 

4. Set Up Expense Policies 

5. Import Expense Transactions if needed 

6. Understand how to Process Expense Transactions

What is General Ledger (GL) number

As an admin, you have the option to tie an expense General Ledger (GL) number to an expense policy, by opening the Advanced Settings in the Expense Policy settings. GL numbers created under general expense setting will be displayed for selection in the individual expense policies created.

To set up expense General Ledger (GL) numbers:

  1. On your admin dashboard, head to the left panel.

  2. Click Expenses > Settings.

  3. Click the Expense GL Number tab.

  4. Click Add Expense GL Number.

  5. Enter the required GL Number and corresponding expense type.

  6. Confirm by clicking Confirm.