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Add Team Expenses
Summary
This guide explains how to add a new team expense, including selecting the employee, entering expense details, and uploading receipts.
In this article
- Before you begin
- Step 1: Access the "Add Expense" option
- Step 2: Enter the team expense details
- Step 3: Confirm and add the expense
- Frequently Asked Questions (FAQ)
Before you begin
- Ensure you have the necessary permissions to add team expenses.
- Make sure you have the relevant details for the expense, such as the employee, type, amount, and receipts.
Step 1: Access the "Add Expense" option
- Navigate to the "Admin" or "Expenses" section from your main dashboard.
- Select "Team Expenses" to view the list of expenses.
- Click on the "Add Expense" button.
Step 2: Enter the team expense details
- Select the employee associated with the expense.
- Choose the type of expense (e.g., travel, supplies, meals).
- Enter the date of the expense.
- Add items related to the expense (e.g., flight ticket, hotel stay, lunch).
- Enter the amount and select the currency.
- Select the applicable tax rate for the expense.
- Add a description to explain the expense (e.g., business meeting, client visit).
- Upload a receipt or supporting documentation as required.
Step 3: Confirm and add the expense
- Once all details are entered, click "Confirm" to save and add the expense.
- The expense will be submitted 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 for the same expense (e.g., hotel and travel costs) under one entry.
2 . What types of expenses can I submit?
You can submit various expense types, such as travel, meals, office supplies, and more, depending on your company’s policy.
