As a manager, you can create expense requests on behalf of your team.
On the ‘Expense’ page, click on ‘+ New Expense’ on the top right.
The New Expense form will popup. Please fill in all required fields.
- Worker: Select the worker for whom you are creating the expense request.
- Description: Information about the expense request, or can be a name of a group of expenses
- Attachments: Upload receipts and supporting documents according to your company policy as required for expenses
- Items to claim: Add expenses and details:
- Amount
- Category
- Comments (optional)
- Location
- Date incurred
Once you have completed and finalised the details, click ‘Submit’.