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My Expenses

Summary

This guide provides an overview of how to add, view, and delete expenses within the platform. Employees can manage their expenses efficiently and ensure their status is up to date.

In this article

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

Before you begin

 To manage your expenses, you must be a registered employee with an active Plumm account. Ensure your system access includes the Expenses module.

Step 1. Add an Expense

  1. Navigate to the Expenses section in the platform.
  2. Click the Add Expense button.
  3. Select the expense category (e.g., Travel, Supplies, etc.).
  4. Enter the required expense details such as date, amount, and description.
  5. Upload any relevant receipts or attachments.
  6. Click Submit to save your expense.

Step 2.View an Expense

  1. Go to the Expenses section.
  2. Find the expense you wish to view from the list.
  3. Click on the expense to view full details such as status, date, and attachments.

Step 3. Delete an Expense

  1. Navigate to the Expenses section.
  2. Find the expense with Pending status.
  3. Click on the expense to view details.
  4. Click the Delete button to remove the expense.
  5. Confirm your action when prompted.

Frequently Asked Questions (FAQ)

1.Can I add any type of expense?

You can add any expense that falls under the categories supported by your company. If you're unsure about a category, contact your HR or Admin team.
 

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

 You may need to cancel or delete the expense and then submit a new one. Contact your HR or Admin team for assistance if necessary.

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

Once an expense has been approved, it cannot be deleted. You may need to reach out to HR or your manager to make any adjustments.
 
 

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 of the platform.