Expenses Tab

Any user authorised to submit expenses shall have access to the Expenses tab. This dedicated section is designed specifically to facilitate the expense submission process, providing users with a streamlined and efficient platform to manage their financial claims.

Expenses Menu

The Expenses tab consists of three menus.

Cash & Other Expenses

All cash expenses will be submitted from this menu option. In addition to out-of-pocket expenses, "other" expenses that can be submitted are Allowances (this can include distance, per diem, or item allowances) as well as Cash Advances (if these options are set up for your company).

You can review more information by clicking on the links below.

• Capturing Expenses
• Grouping Items

Corporate Card Expenses

For users who have a corporate card account, the transactions will be submitted from this menu option. Transactions will automatically be created based on the data received from your corporate card provider in the data feed file.

You can review more information by clicking on the links below.

• Submitting Expenses
• Grouping Items

Groups

Users can choose to group items based on a specific trip/project etc. Once an item has been linked to a group, you will be able to view all grouped items from this menu option.

You can review more information by clicking on the links below.

• Capturing Expenses
• Submitting Expenses
• Grouping  Items