Overview
On the go and need to track your expenses?


With expenses you can:

  • Log and record purchases - like travel, meals, and office supplies.
  • Upload receipts - Snap a photo or attach receipts as proof of purchase.
  • Get Approval - Submit expenses for manager review and approval.

Creating an Expense


Step 1. Tap the Create button.


Step 2. Tap Create Expense.


Step 3. Fill out the form with the following details:

  • Project Information
  • Approver
  • Supplier


Step 4. Attach a receipt by:

  • Taking a photo

  • Uploading a document


Step 5. Enter the required expense details, including:

  • Description of the expense

  • Receipt Date

  • Subtotal Amount

  • Allocation of a Cost Code


Step 6. Click Request Approval to submit the expense for approval.





Need help?

Reach out to our Customer Support team: