How to create Expense Claims

You are able to add an expense request on behalf of an employee as both a restricted user (provided you have the correct permissions), and a full access user. The process of adding an expense can be done via the main business file.

Full access users, from within the main business file can access expenses by clicking on the Expenses tab on the dashboard: ​​

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To create an expense claim request, click Create an expense claim.  After doing this, you will be presented with a pop up requiring the expense details: ​​​1. Employee Name​​2. Description​​3. Line Item​​4. Date Incurred​​5. Expense Category​​6. Location​​7. Notes​​8. Amount​​9. Tax Code​​10. Tax Rate.





Once you have filled out the details, you can add more line item or Submit it. You also have the option to Approve Immediately while submitting it.