Company Expenses

Summary

In this article

• Before you begin
• Step 1:   Access the Company Expenses section
• Step 2: Submit company expenses
• Step 3:  Approve and review company expenses
•  Frequently Asked Questions (FAQ)

Before you begin

• Ensure you have the necessary permissions to manage or approve company expenses.
• Be familiar with your company's expense policy and approval workflow.

Step 1. Access the Company Expenses section

1. Navigate to the "Expenses" or "Company Expenses" section from your main dashboard.
2. Select "Company Expenses" to view the list of submitted expenses.

Step 2.Submit company expenses

1. Click on the "Add Expense" button to create a new expense.
2. Enter the required details such as the employee name, expense type, amount, currency, and date.
3. Provide a description and upload any necessary receipts or supporting documentation.
4. Click "Submit" to submit the expense for review or approval.

Step 3.Approve and review company expenses

1. Navigate to the list of submitted company expenses.
2. Review each expense to ensure it complies with company policies.
3. Click on the 3 dots (options menu) next to an expense to approve or reject it.
4. If necessary, provide comments or feedback when rejecting an expense.
5. Once approved, the expense will proceed for reimbursement or other actions based on your company’s process.

Frequently Asked Questions (FAQ)

1.Can I submit multiple expenses at once?

Once approved, the expense will be processed according to your company’s reimbursement or payment policies.

3.Can I track the status of my submitted company expenses?