Expenses
- How can I create an expense?
- You create an expense by clicking on the Expenses menu, selecting My Expense, and clicking on Create New Expense.
- How do I submit receipts for my expenses?
- When creating an expense, you'll see a section to upload your receipts.
Reimbursements
How do I claim reimbursement expenses?
- To claim reimbursement, follow these steps when creating an expense:
- Input and upload all required details.
- Tick the "Claim Reimbursement" box.
- At the point of payment, the funds will be sent to your registered bank account.
- To claim reimbursement, follow these steps when creating an expense:
How do I add my registered bank account to receive reimbursements?
- To add your registered account, click on your profile. You'll see a section to add your bank details. Enter the information and save it. From then on, when you create an expense and tick "Claim Reimbursement," payments will be sent to your saved bank account.
- To add your registered account, click on your profile. You'll see a section to add your bank details. Enter the information and save it. From then on, when you create an expense and tick "Claim Reimbursement," payments will be sent to your saved bank account.
Can I also add my bank details at the point of creating an expense
- Yes, you can. When you click Claim Reimbursements, you'll see an option to add your bank details. Once completed, this information will be reflected on your profile, and payment will be made directly to you.
- Yes, you can. When you click Claim Reimbursements, you'll see an option to add your bank details. Once completed, this information will be reflected on your profile, and payment will be made directly to you.
How do I update my bank information for reimbursements?
- You can update your bank details in the system by accessing your profile settings. Click on the edit icon next to your already inputted bank details to make changes.
- You can update your bank details in the system by accessing your profile settings. Click on the edit icon next to your already inputted bank details to make changes.
What type of expense can I claim?
- Allowable expenses vary based on your company's expense policies, but common categories typically include travel, meals, lodging, office supplies, and transportation.
Approval
- How long does it take to get my expenses approved?
- Approval times differ by company, but most expenses follow a workflow that includes approvals from both a manager and the finance team.
- Approval times differ by company, but most expenses follow a workflow that includes approvals from both a manager and the finance team.
- How will I know if my expense report has been approved?
- You will see the status of the expense report you submitted change to Approved.
- You will see the status of the expense report you submitted change to Approved.
- Can I track the status of my submitted expense reports?
- Yes, employees can track the status of their expense reports (submitted, pending approval, approved, or rejected) through the platform.
- Yes, employees can track the status of their expense reports (submitted, pending approval, approved, or rejected) through the platform.
- How do I categorize my expenses correctly?
- Choose the correct category based on the nature of the expense (e.g., travel, meals, office supplies). If unsure, consult your company’s policy handbook or reach out to your finance team.
Expense Reports
- How do I file my expense report?
- You file your expense report by creating a report, adding your expenses, and then submitting it for approval.
- You file your expense report by creating a report, adding your expenses, and then submitting it for approval.
- What does saving to a report mean?
- Saving to a report allows you to group related expenses together for easier management. This feature:
- Combines multiple expenses into a single batch
- Enables you to submit several expenses for approval at once
- Makes the expense review process more efficient
- To learn how to create and manage reports, click here.
- Saving to a report allows you to group related expenses together for easier management. This feature:
- What does Saved/Reported mean?
- Saved means all expenses created and not added to a report.
- Reported means all expenses created have been added to a report (a batch of expenses). Click here to learn more about reports.
- What happens when I click on the box that says Add your saved expenses to your new report?
- It will display your previously created expenses, allowing you to select and add them to the report.
- It will display your previously created expenses, allowing you to select and add them to the report.
- Who can see my expense report?
- Typically, your direct manager and the finance team will have access to your expense report. Some companies also allow higher-level management to view reports for auditing purposes
Taxes
- How can I set up taxes on my business?
- Click on Settings, under business settings select Taxes, and click Create New Tax
- Click on Settings, under business settings select Taxes, and click Create New Tax
- What is the implication of deleting an existing tax on my business?
- All expenses that have been approved and awaiting payment will still have the record of tax remission.
- All new expenses that haven’t been submitted will no longer have taxes attached to them
- All new expenses created will no longer include that specific tax
- What happens if you reactivate a deactivated tax?
- All expenses that have that specific tax attached to them before it was deactivated will be restored.
- All expenses that have that specific tax attached to them before it was deactivated will be restored.
- What happens to existing expenses if I edit a tax that was previously applied to them?
- It automatically updates all expenses, including that specific tax, before payment is made.