Expenses

Learn how Expenses work within Unimarket including how you can create, view and update Expense information.

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...