Creating expenses from the web app is a fairly simple process. Different kinds of expenses can be created, general expenses, mileage expenses, and per diem expenses (if applicable).
We will look at creating general expenses in the course of this article. You can follow the steps mentioned below to create a general expense:
On the Dashboard, click on the Add Expense button to start creating an expense.
A pop-up box will open up where you can drag and drop your receipt. You can also click on the box to browse your computer and select your receipt.
Alternatively, if you do not have a receipt on hand, you can click on the Add Manually bottom on the bottom right corner of the box. You can add a receipt to the expense later on before it is submitted for approval.
The expense form will now open, if you have attached a receipt certain details such as amount, currency, etc will be auto-retrieved from it. You can edit the details if required.
If you have not attached a receipt, you can fill in the expense details manually in the expense fields.
NOTE: Expense fields with a red asterisk indicate that the field is set as mandatory by your organization and the expense cannot be saved without filling in its details.
You can add multiple receipts to the expense. To add another receipt for the same expense click on Add More below the receipt. You can browse your computer and attach the receipt.
You can just as easily delete the receipt by clicking on the Bin icon on the bottom left corner of the receipt.
Once you have filled in all the details, Click the Save button to save the expense.
You can find the expense under the Expenses section.
It will be in the Unreported state, under the Unsubmitted tab.
Following the steps mentioned, you can create a general expense easily. These expenses are Unreported and need to be submitted to your approver/admin for approval.
To learn more about how to add expenses to a report, click here.
To learn more about creating mileage expenses, click here.
To learn more about creating per diem expenses, click here.