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Team Money

Summary

Plumm allows Manager to manage and track expenses and invoices on behalf of team members. This includes adding new expenses or invoices, reviewing existing records, and keeping everything in order for easy approval and reimbursement.

In this article

  •  Before you begin
  • Step 1: Add a new expense
  •  Step 2: Add a new invoice
  • Step 3: View and update expenses & invoices
  •  Frequently Asked Questions (FAQ)

Before you begin

  • To add or manage expenses and invoices, you must have admin or finance manager access within Plumm.
  • Ensure that all required receipts or documentation are available when logging an expense or invoice.

Step 1: Add a new expense

  1. Navigate to the Finance section in the Plumm platform.
  2. Select Add Expense from the menu options.
  3. Choose the team member for whom you are logging the expense.
  4. Enter the expense details (amount, description, category, etc.).
  5. Attach any receipts or supporting documents required.
  6. Click Submit to save and submit the expense for approval.

Step 2: Add a new invoice

  1. Navigate to the Finance section in the Plumm platform.
  2. Select Add Invoice from the menu options.
  3. Choose the user or team member associated with the invoice.
  4. Enter the invoice details (e.g., amount, due date, description).
  5. Upload the invoice document or create a new one using the platform's tools.
  6. Click Submit to save and submit the invoice for approval.

Step 3:View and update expenses & invoices

  1. Go to the Finance section in Plumm.
  2. Select View Expenses & Invoices to see a list of all submitted records.
  3. To update a record, click on the specific expense or invoice, then edit any necessary details.
  4. To approve or reject a record, click on the action options beside the record.

Frequently Asked Questions (FAQ)

1. Who can add expenses or invoices?

Only users with admin or finance manager roles have permission to log expenses and invoices on behalf of team members.

2 . What documents do I need to attach when submitting an expense or invoice?

You should attach any supporting documentation, such as receipts, bills, or invoices that validate the expense or charge.

 

3. Can I edit an expense or invoice after submission?

You can edit any expenses or invoices that are not yet approved. Once they are approved, you may need to contact the finance team for any changes.

 

4. How can I view the status of a submitted expense or invoice?

Go to the Finance section, where you can see the status (e.g., Pending, Approved, Rejected) next to each record.

 

5.Can I submit expenses or invoices for multiple team members?

Yes, you can submit expenses or invoices on behalf of multiple team members, depending on your access rights and permissions within the system.