This article will provide a step by step guide on how to add and edit the expenses specifically for admin users
Navigation: Time & Fees > Expenses > + Add Expense
You can add expenses by clicking on the +Add Expense and can include:
Expense Type
Client
Task
User
Date
Total Price
Notes
Also if the expense is billable you can select 'billable expense'
Navigation: Expense > Expense Dashboard
Here you can:
Edit expenses by selecting the pencil icon which launches up the previous screen and you can make any adjustments
Delete expenses by selecting the trash icon
Send reminders to submit, this also stores a record of reminders
Submit the expense to be approved by clicking on the last icon
Withdraw the record after it has been approved
To approve or reject expense after submitting just hover over the submitted expense and see the icons for 'approve' and 'reject' appear.
To export the expense record there are 2 methods:
Navigation: Expense > Expense Dashboard
1. Navigate to the 3 dots on the right and export to excel, CSV and/or PDF
2. Select on an expense record and navigate to the bottom of the screen to export to excel, CSV and/or PDF