Home
Account Management
Expense Tracking

Expense Tracking

Introduction to the Expense Sheet

The expense sheet is accessed from the dashboard by clicking on a user’s total expenses under the Mileage & Expenses...
Bonuses, Commissions, Per Diems, and Cash Advances

In addition to mileage and reimbursable expenses, non-expensed employee costs can also be tracked using the expense tracking tool. To...
Reconciling Expenses

The process of reconciling expenses moves expense entries from the Open Expenses tab to the Reconciled tab and is analogous...
Vendors and Events

Expenses can be tracked using the three lists available for project time tracking (Customer, Project, and Account Code), but there...
Mileage, Expense, and Receipt Entry

Mileage and expenses can be entered using a form located on the Expense Entry tab on a user’s Expenses page....
Auditing Individual Expense Entries

Every expense entry has an audit history that can be viewed on the user’s expense sheet. To examine a record:...