Skip to content
Log in
  • There are no suggestions because the search field is empty.

My Expenses

Summary

 This guide explains how to add, view, and delete your expenses within the Plumm platform. Keep your expense records up to date and ensure accurate tracking for reimbursements.


In this article

  • Before you begin
  • Step 1: Navigation Steps
  • Step 2: Add an Expense
  • Step 3: View an Expense
  • Step 4: Delete an Expense
  • Frequently Asked Questions (FAQ)

Before you begin

To use the Expenses feature, you must:
  • Be a registered employee with an active Plumm account
  • Have system access to the Expenses module

Step 1.Navigation Steps

  1. Login to your Plumm account.
  2. Click on the 9 dots icon on the main dashboard.
  3. Select Money from the options under the 9-dot navigation.
  4. Choose My Expenses to access your expense management section.

Step 2: Add an Expense

  1. Once you're in the My Expenses section, click Add Expense.
  2. Choose the appropriate expense category (e.g., Travel, Supplies).
  3. Enter the required details (date, amount, and description).
  4. Upload any relevant receipts or attachments.
  5. Click Submit to save your expense.

Step 3: View an Expense

  1. Go to the Expenses section.
  2. Locate the expense you want to view.
  3. Click on the expense to view full details, including its status and attachments.

Step 4: Delete an Expense

  1. Navigate to the Expenses section.
  2. Find the expense with a Pending status.
  3. Click on it to open the full details.
  4. Click Delete.
  5. Confirm your action when prompted.

Frequently Asked Questions (FAQ)

1. Can I add any type of expense?

You can add expenses under the categories supported by your company. If unsure, contact your HR or
Admin team.
 

2. What if I need to change an expense after submitting it?

 You may need to delete the original expense and submit a new one. Contact HR or Admin if you're unsure.

3. Can I delete an expense once it's approved?

No, approved expenses cannot be deleted. Please contact your manager or HR to request changes.
 
  

4. How can I track the status of my expenses?

You can view the status of your expenses (e.g. Pending, Approved, Declined) in the Expenses section.