Expenses

This video provides an overview of how employees can record and submit business-related costs for reimbursement using the Expenses module.

• Recording an Expense: The video shows how to create a new expense by entering the description, date, and total amount spent (e.g., a business lunch).
• Attaching Receipts: A critical step is uploading the physical or digital receipt. The video shows how to use the “Documents” feature to attach proof of purchase.
• Selecting the Payer: The video explains the difference between “Employee” (reimbursable) and “Company” (company card) as the payment source.
• Linking to Projects: The video demonstrates how to link an expense to a specific Analytic Account or Project, ensuring the cost is tracked against the correct budget.
• Submission Workflow: The summary shows the “Submit to Manager” button, which initiates the approval process for the recorded expense.