Managing Expenses
Use the expense module to record your company expenses. Users can add their expenses for use on trips, projects, or customer travels. Before using the expense system, make sure to set up your Classes, Groups, and Accounts by navigating to Settings > Payables. Users will tie their expenses to these accounts.
You can also charge expenses back to clients for things like travel, per diem, and lodging. You must create a expense sheet for the customer to apply the expense and then invoice those expenses, which will include any receipts your team uploads to their reports.
The Expense module can function differently for each customer based on system configurations. Here are all the configurations you may want to review before using the system. All of our help documents will give you an overview of how the system works, but you may need to consult support for specific workflow issues based on your configurations and can use our guided walkthroughs for step-by-step direction.