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How to Add an Expense
Navigating to Expenses From the Dashboard, click on the Expenses option in the navigation bar on the top of the screen. Adding an Expense Click on the New Expenses button to add your expenses. Adding a Cash Expense Choose the Cash tab in the New ...
How to add Expense Rules
Navigating to the Expense Rules Expense Rules can be set only by the Admin Users. Expense Rules can be set by the admin users to regulate the expense submissions by users against the requirements such as supporting bills or notes. It can be also ...
How to add Budget Rules
Navigating to the Budget Rules Budget Rules can be set only by the Admin Users. Budget Rules can be set by admin users to monitor and limit expenses submitted by users against the required criteria's such as types of expenses, categories, ...
How to Create an Expense Report
Navigating to Reports From the Dashboard, click on the Reports option in the navigation bar on the top of the screen. Creating an Expense Report Click on the New Report button to create a Report. Adding Expenses to the Report While creating a Report, ...
How to Approve a Report by Taking Control
Navigating to the Admin View The Admin can Take Control to Approve, Reject or Edit any reports submitted within the company. Choose the Admin option from the Navigation bar at the top of the screen and select Reports from the drop-down menu. Taking ...