Expenses

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

11 articles in this collection
Written by Julianna Gordimova, Daniels Korens, and Oliver Cook

Expenses - the basics

Written by Oliver Cook
Updated this week

Admin settings

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

Set up Expenses

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 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

Managers using Expenses

Expenses guide (admin users)

An overview of the Expenses module for administrator users.

Written by Julianna Gordimova
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