Expenses

Expenses Module – Basic principles

• ★ First steps with the Expenses module
• ★ Expenses - resources

Expense Management

• Expense Reporting
• Creating expense entries
• Exporting your expense entries
• Creating expense entries from the “Timesheet”

Expense Workflows

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

Configuring Expense Categories

• Configuring categories for expense submissions
• Creating expense categories at the contract level
• Sequential numbering for expenses

Mileage expenses

• Entering mileage expenses
• Mileage scales
• Configuring mileage expenses
• “Mileage expenses” category

Disbursements

• Disbursements – basic principles
• Creating a disbursement
• Configuring Disbursements

Settings

• Settings for the Expenses Module