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Expenses

Expense entries, expense types and groups, receipts and expense approval flows.

19 articles
Sending an expense group for revision, reopening it and resubmittingExplains how an approver or the payment approver sends a group for revision with a note, how a rejected group is reopened, how the employee corrects and resends the group…
Setting department limits on expense types and the limit dashboardExplains how to set a monthly and yearly limit per department on an expense type, the option to allow going over the limit, how the employee and the approver see…
Permissions to see expenses (in approval and department expenses)Explains who the View all expenses (including those in approval) and View my department's expenses permissions are for, which cards and groups they show, how to give them and what…
Approving expense payments and getting expense reportsExplains how to confirm the payment of groups on the Awaiting payment card with digital confirmation, reject them or send them for revision at the payment step, export to Excel,…
Approving or rejecting an expense request (manager)Explains how a manager responsible in the approval process reviews an expense group on the Awaiting my approval card, approves it, rejects it or opens it for revision while rejecting.
Creating an expense group, adding receipts (with OCR) and sending for approvalExplains how an employee opens an expense group from the My expenses card, uploads a receipt or invoice photo and enters the receipt details with OCR or by hand, handles…
Turning on receipt/invoice OCR analysis and its credit useExplains turning Receipt/Invoice OCR Analysis on and off in Company Settings, which fields OCR fills and the Teamso Digital Credit spent on each analysis.
Setting up the expense approval process by departmentExplains defining a department-based approval process of at most three levels for expense requests, choosing a specific person or the employee's manager as approver.
Defining expense types and setting an amount limitExplains how to add an expense type on the Expense types card, set its description, currency and per-receipt limit, the permission to go over the limit, and how to deactivate…
Overview of the Expense moduleSummarizes the cards of the Expense Management screen, expense groups and receipts, OCR, the approval and payment flow, department limits, revision, roles, statuses and notifications on one page.
How do I download expense documents?How do I download expense documents?
How do I add an expense or expense group?How do I add an expense or expense group?
Can an expense request be cancelled?Can an expense request be cancelled?
Can expense documents be downloaded in bulk?Can expense documents be downloaded in bulk?
How do I see all expenses awaiting approval?How do I see all expenses awaiting approval?
How do I add an expense request, receipt and document?How do I add an expense request, receipt and document?
How do I add an expense type?How do I add an expense type?
How do I enter an expense?How do I enter an expense?
How do I approve or reject an expense request raised by an employee?How do I approve or reject an expense request raised by an employee?