Expenses (Admin Version)
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
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
TWO steps to do before processing the expenses for payouts: Step 1: Before you process the expenses for payout, please ensure that those expenses / cla...
Wed, 6 Apr, 2022 at 5:09 PM
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
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...
Mon, 21 Jun, 2021 at 5:56 PM
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
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
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
What are approved and processed expenses Approved Expenses Employee requests that are approved by the employee’s manager and tagged&a...
Tue, 3 Aug, 2021 at 2:37 PM
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