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How do I add an expense or expense group?

How do I add an expense or expense group?

  • To add an expense, click the Create button at the top of the Teamso left-hand menu, then choose

Left menu: Create

  • Add Expense.

Add Expense.

  • In the window that opens, first enter the expense title and description, then click Save. Clicking

In the window that opens, first enter the expense title and description, then click Save. Clicking

  • Save opens a window where you can upload receipts for that expense. Receipts are not required at this point; the expense group you created can be found under Pay and expenses > Expenses in the left-hand menu, and receipts can be added until it is approved.

Save opens a window where you can upload receipts for that expense. Receipts are not required at this point; the expense…

  • When the expense is complete, click Send for approval to submit it to your manager for approval.

Expense group: the Send for Approval button
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