Expenses

Creating and managing expenses

Expenses

  • 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...

  • 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...

  • 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...