Expenses

The Expenses application permits the entry of incurred business expenses by employees as well as the ability to receive pre-approval of future expenses using Authorizations, if this feature has been enabled. The entry of expenses by employees themselves or on their behalf by the company lets Accounts Payable process and track reimbursements. Employees may enter expense reports against projects for a specific date or period of time, depending on your account configuration.

An additional option available to employees is the ability to use an expense worksheet for multiple receipts and adjust the order of the fields that display on the form. Go to Expenses > Expense reports and select the Worksheet link. To customize this worksheet, go to the bottom of the form and click the customize link. Worksheet layout options allow employees to streamline the entry of multiple receipts within a single form.

Administrators and users with the Allow user to delete (individually or in bulk) open, submitted or rejected envelopes role permission can delete either one or multiple expense reports at a time, if this feature has been enabledt. When an expense report is deleted, all associated expense items, including any receipts and attachments, are also deleted.