Overview
Easily enter & track and expenses directly from the web version of QuoteToMe!


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. Click the Create button.


Step 2. Select Create Expense.


Step 3. Attach a receipt by uploading a document.


Step 4. Fill out the form with the following details:

  • Project Information

  • Approver

  • Supplier


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: