Expenses

Learn how to create and approve 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 colleague...

  • 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...