Expenses

Creating and managing expenses

Expenses Management

Expense Module Administration
The Expense Administration screen is the control center for your community's reimbursement policies. Administrators use this module to define what data is captured, how mil...
Extract Expenses for Reimbursement
The Transaction Run feature is the bridge between Unimarket’s Expense module and your institution’s financial system (ERP). It allows for the seamless extraction of approv...

Create an Expense Claim
The Expenses module allows users to seek reimbursement for out-of-pocket costs. Depending on your assigned role, you can manage your own claims, act on behalf of colleagues...
Approve/Decline an Expense Claim
This guide is designed for Delegated Approvers responsible for reviewing and finalizing expense claims. As an approver, you have the authority to not only approve or declin...
Comment on Expenses
The Comments tab within the Expenses module, is a dedicated space for internal communication and documentation. It allows users to track the history of a claim, ask clarify...
Viewing Expense Claims
The Expenses module provides a centralized location to track reimbursements and out-of-pocket spending. Depending on the user's role, the user can locate their own claims a...

Credit Card Transactions Screen Overview
The Credit Card Transactions screen gives users a single view of all card-based spend for their community. Use it to monitor transactions in real time, filter by status, id...
Credit Card Transactions - Authorized User Functionality
An Authorized User can take any action on transactions visible in the Credit Card Transactions screen; including transactions not assigned to the user. Credit Card Transac...
Export Credit Card Transactions
Users can Export Credit Card Transactions data for reporting, reconciliation, auditing, or analysis. PermissionsUsers with the Expenses or Expenses Administrator roles. Es...

Receipt Inbox
The Receipt Inbox is a central Unimarket feature, that allows suppliers and communities to submit receipts electronically via a dedicated email address. Feature Note: The R...