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Expenses overview (for admin users)
Expenses overview (for admin users)

An overview of the Expenses module for administrator users.

Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

You first need to add an Expense Group to select which people will use this feature.

Additionally, you can set an Expense Administrator - a person who besides Expense Group Managers will also have permission to approve expense requests and most importantly will have access to Expenses settings and Reports.

After groups are created, employees will be able to add new expense requests.

Expense dashboard

You can view an Expense dashboard, which is an interactive overview of the most often used expense categories across the company, total claims, claims in the last 30 days, and other useful widgets.

  1. On the main menu click REPORTS.

  2. Click, EXPENSES, then click Dashboard:

Expense claim reports

You can also view your expense claims in a report.

  1. On the main menu click REPORTS.

  2. Click, EXPENSES, then click Expense claims.

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