Expenses > Expense Entry via Time & Expenses

Personal expense claims can be submitted via the time & expense module. Depending on your company’s process, receipts may need to be uploaded and expenses sent through the automated approval process.

• Go to time & expense module > select expense

• Click add an expense entry icon

• In the personal expense entry pop-up > complete the following details:

  • Expense type

  • If job related - select the job and activity

  • Date of the expense

  • Amount

  • Description

Open

• Click the upload receipt icon to upload your receipt

Open

• Or go to the receipts tab to upload your receipt

• Return to the details tab and click approve

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