★ Expenses - resources

This article contains resources for configuring and using the Expenses module, including documentation and tips for the community.

Documentation

★ First steps with the Expenses module

Using the module

• Creating an expense entry
• Creating expenses from the Timesheet
• Exporting expenses
• Expenses reporting
• Sequential numbering for expenses

Expenses workflows

• Submitting an expense entry for approval
• Modifying an expense entry that has been submitted for approval
• Approving, returning, rejecting or cancelling an expense request
• Configuring an expenses workflow

Mileage

• Vehicle management
• Mileage scales
• Mileage expenses
• Entering mileage expenses

Disbursements

• Disbursements – basic principles
• Creating a disbursement

Accounting

• Accounting integration of expenses

Configuration

• Configuring expense categories 
• Creating or cloning expense categories at the contract level
• Configuring disbursements
• Configuring mileage expenses

Reporting

• Individual reporting and analysis of the expenses 
• Control entries
• Payroll Information
• Overview of expenses

Settings

• Settings for the Expenses Module

Community

• Activities