Employees can upload expenses for approval before posting it as a purchase. You need to follow the same steps for uploading a document and select the Expenses folder.
📌TIP: To upload an expense and post it as a Purchase directly without approval, select the Purchases folder instead.
Click the Upload Document.
Select the Expenses Folder.
Select the Upload settings.
Finally browse to select the expense you want to upload.
Once the upload is complete, the expense will appear in your Expense Reports folder. You can then submit the Expense report for review to your Approver.
What is the cost of processing an expense?
The charge for processing an expense is one credit per invoice/receipt.
The monetary cost per expense depends on your subscription level.
Can I add an expense without a receipt?
If you don't have a photo or a scan of the receipt yet, you can add the expense manually instead. You can then add a copy of the receipt to it later.
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