Expenses

Submit employee expenses and use our streamlined approval flow to pay-out claims

14 articles in this collection
Written by Julianna Markova, Daniels Korens, and Oliver Cook

Expenses - the basics

Written by Oliver Cook
Updated over a week ago

Set up Expenses

Set up Expenses

A collection of guides to help you get set up with Expenses, including expenses permissions, expenses groups, and expenses categories.

Written by Oliver Cook
Updated yesterday

General settings in expenses

Set up expenses groups, expenses administrators and payment handlers.

Written by Oliver Cook
Updated over a week ago

Set up expenses permissions

Allow who you want access to expenses settings and reports.

Written by Oliver Cook
Updated over a week ago

Set up expenses groups

Create groups to allow employees to add expenses.

Written by Oliver Cook
Updated over a week ago

Set up expenses approvers

Choose who you want to approve expenses requests from employees.

Written by Oliver Cook
Updated over a week ago

Set up expenses categories

Create additional categories for your expenses.

Written by Oliver Cook
Updated over a week ago

Set up payment types

Create the different ways an employee could pay for their expenses.

Written by Oliver Cook
Updated over a week ago

Employees using Expenses

Add an expense

How to add a new expense.

Written by Oliver Cook
Updated over a week ago

Submit an expense

How to submit an expense

Written by Oliver Cook
Updated over a week ago

Link an expense to a business trip

Submitting your Expense with associated time off record (Business trip)

Written by Daniels Korens
Updated over a week ago

Managers using Expenses

Expenses overview (for admin users)

An overview of the Expenses module for administrator users.

Written by Julianna Markova
Updated over a week ago

Approve an expense

How to approve or decline an submitted expense.

Written by Oliver Cook
Updated over a week ago

Pay out an expense

How to pay out an approved expense.

Written by Oliver Cook
Updated over a week ago