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Team Expenses

Summary

This guide explains how to manage and review team expenses within the platform, including submitting, approving, and tracking expenses for your team.

In this article

  •  Before you begin
  • Step 1: Access the Team Expenses section
  • Step 2: Submit team expenses
  • Step 3: Approve or review team expenses
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the appropriate permissions to manage or approve team expenses.
  • Be familiar with your team's expense policies and guidelines.

Step 1: Access the invoice to download

  1. Navigate to the "Admin" or "Expenses" section from your main dashboard.
  2. Select "Team Expenses" from the available options to view the list of expenses submitted by your team.

Step 2: Submit team expenses

  1. Click on the "Add Team Expense" button.
  2. Enter the required details, such as the expense name, amount, and category.
  3. Select the relevant team members associated with the expense.
  4. Add any supporting documentation, such as receipts or invoices.
  5. Click "Submit" to submit the expense for review or approval.

Step 3: Approve or review team expenses

  1. Navigate to the list of submitted team expenses.
  2. Review each expense submission to ensure it meets your company's policies.
  3. Click on the 3 dots (options menu) next to an expense to either approve or reject it.
  4. If needed, provide feedback or a reason for rejection.
  5. Once approved, the expense will proceed to the next stage in the workflow (e.g., payment or reimbursement).

Frequently Asked Questions (FAQ)

1. Can I submit multiple team expenses at once?

Currently, you can submit one expense at a time. To submit additional expenses, repeat the process for each one.

2 . What happens after I approve a team expense?

 Once approved, the expense will be processed according to your company's expense policy (e.g., reimbursement, payment).

 

3. Can I view the status of my team's submitted expenses?

Yes, you can track the status of submitted expenses (e.g., Pending, Approved, Rejected) from the Team Expenses section.

 

4. Can I edit a team expense after submission?

 If you have the necessary permissions, you can edit the details of an expense before it is approved. After approval, changes may require further review.