Expense Basics
The Expense tracking module uses many of the same concepts as time tracking.
Here are the basics for setting up Expenses.
Expenses Setup
1. Login as Admin – Click Settings
2. Click My Company – scroll to Expense section – enable
checkboxes - Save
3. Add Payment Methods
a. Click Payment Methods – Add New
b. Enter Name as you would like to appear on dropdown
(e.g. Credit Card, Corporate Card, Cash, Check)
c. For a corporate credit card use the Map to Corporate
Card Account field
d. Click Save
4. Add Expense Types
a. Click Expense Type – Add New
b. Enter Name of Expense Type for the users to
select
c. Check Allow Amount if the employee will enter an
amount for the expense
d. Check Allow Quantity/Rate if the amount is based on
a rate. This typically applies to mileage.
e. Choose the Expense Account to map the charge to
f. Click Save
5. Project Setup (to enable Expenses on a project)
a. Click on a Project
b. Scroll to Expense section and check Allow
Expenses
c. Under General Approval Settings, select Project
Manager for Project – Check Project Manager Approves Time
d. Click Save
6. User Setup (to allow employee to submit expense)
a. Click on a User
b. Scroll to Security section and check Can Submit
Expenses
c. Click Save
7. Approver settings (to use an approver other than the Project Approver)
a. To set a company-wide default approver go to My Company
– Expense Approval Settings – Default Approver and select an
approver.
b. To set a user approver go to a User – General
Approval Settings and check Manager Approves Expenses
c. Click Save
For advanced concepts and settings see our
Admin Manual.
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