Expenses

Adding expenses categories

To add your expense categories go to Settings > Expenses > Expense types

See: Expense types

'Mileage (A to B)' settings

Go to Settings > Expenses > Expense types > Edit

By default, the Mileage (A to B) claiming process is not enabled. Click on Inactive for Mileage (A to B) to make it active.

Now click on Edit for Mileage (A to B) to add default costs per mile for each currency.

You can also add mileage costs on each staff profile for any special circumstance for different custom mileage rates per staff. Go to Staff profile > Rates tab and by adding a rate per mile here it will override the global rate for this person.

Viewing and approving the staff expenses

• Go to Jobs > Awaiting signoff > Expenses tab. The expenses are grouped by Job with totals to the right
  
• Click to expand a Job to see the expenses that need to be actioned
  
  • Click on the image thumbnnails to see a larger image of the receipt
• To approve or decline the expenses:
  • Click on Action to be able to approve individually and add comments.
  • This would usually be for when you are going to decline an expense and to add comments for the staff as to why
    
  • Or approve or decline in bulk with the checkboxes to the left, and With Selected > Accept / Decline
    
• The actions are then logged and shown with a user and time/date stamp