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Add Company Expenses

Summary

 This guide explains how to add a new company expense, including selecting the employee, entering expense details, and confirming the submission.

In this article

  • Before you begin
  • Step 1:  Access the "Add Expense" option
  • Step 2: Enter the company expense details
  • Step 3: Confirm and add the expense
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to add company expenses.
  •  Make sure you have all required details for the expense (e.g., employee, amount, receipt).

Step 1. Access the "Add Expense" option

  1. Navigate to the "Expenses" section from your main dashboard.
  2. Click on the "Add Expense" button to create a new expense.

Step 2.Enter the company expense details

  1. Select the Employee associated with the expense.
  2. Choose the Type of expense (e.g., travel, meals, office supplies).
  3. Enter the Date of the expense.
  4. Add any items related to the expense (e.g., plane ticket, lunch, office materials).
  5. Enter the Amount and select the currency.
  6. Select the applicable Tax Rate for the expense.
  7. Provide a Description of the expense for clarity (e.g., business trip, client meeting).
  8. Upload a Receipt or other supporting documentation, if required.

Step 3.Confirm and add the expense

  1. After entering all the details, click "Confirm" to add the expense.
  2. The expense will be saved and available for review or approval.

Frequently Asked Questions (FAQ)

1.Can I add multiple items under a single expense?

Yes, you can add multiple items under a single expense (e.g., hotel and meals) if they are part of the same expense claim.

2 .What types of expenses can I submit?

You can submit various expense types, including travel, meals, office supplies, and others, depending on your company’s policy.

3.Can I edit the expense after adding it?

Yes, if the expense is still pending approval, you can edit it. Once approved, changes may require further review or re-approval.

4.Is uploading a receipt mandatory?

Uploading a receipt is typically required for validation of the expense, but the requirement may depend on your company’s expense policy.