Expenses are costs that are incurred for running a business. They can be incurred on various day-to-day business activities including travel, food, and lodging. Record and claim reimbursement for all the expenses you incur on behalf of your business in the Expenses module.
|unreported||If the expenses are not added to a report, the status will be Unreported.|
|unsubmitted||Expenses that are added to a report in Draft status will be in Unsubmitted status.|
|expired||Expenses that aren’t approved before the expiry date that was configured by the admin, will be in the Expired status.|
Note: Once an expense is associated with a report, the status of the expense will be the same as the status of the report. Learn more about report status.
You can classify and identify your expenses easily by switching among the different types of expense views. The types of expense views are:
All your expenses will be listed vertically with details such as date, category, amount, associated report, and status.
All the receipts will be displayed along with their expense details. In the receipt view, you can also add an expense to a report from the Add to Report band at the bottom of the receipt.
This view has a calendar which displays the total expense amount and the number of expenses created on a particular day of the month. You can also add a new expense for a specific date by clicking the date on the calendar.
To switch between views:
- Navigate to Expenses.
- Click the List icon at the top right corner of the page and select your preferred view.
- Supported Receipt Formats
- Ways to Upload Receipts
- Autoscan Receipts
- Upload Receipts from Your Computer or Cloud Accounts
- Upload Receipts Using Chrome Extension
- Email Receipts to Your Account
- Attach Multiple Receipts to an Expense
- Set Expense Preferences
- Ways to Record Expenses
- Create Expenses Manually
- Upload or Drag-drop Receipts
- Add Mileage Expense
- Record Per Diem Expenses
- Bulk Add Expenses
- Create Expense from Card Statements
- Import Expenses
- Split an Expense
- Itemize an Expense
- Merge Expenses