Expenses
Creating and managing expenses
Expenses
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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...
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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...
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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...
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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...
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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...
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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...