Understand your general settings in expenses module and learn how to set up the following:
- Default approval routing for expenses module
- General Ledge number
- Import expense requests
Learn about the 3 types of expense policies an admin can create:
Expense Transactions are employee expense requests. Every expense request is tagged Pending, Approved or Rejected. This section guides you on how to view and process the expense transactions submitted by your employees.
Expense Transactions are employee expense requests. This video guides you on how to approve/reject expense requests submitted by your employees, and process them for payout once approved.
An Expense Report is a report of employee expense transactions. It is a customisable reporting feature that creates expense reports of different types and formats. Learn the steps to generate expense reports for your use.