First Look at Expense Report

Expense Report has two views: one for employees and one for the project manager/project creator. You will know that you have project manager status if you see the Setup tab. Contact your Company Admin if you wish to have access to the Setup tab. 

1. Entry- Enter expenses on a per-task basis here. 
2. Pending for Approval- View expenses pending for approval here, as well as approve requests if you are an expense approver. 
3. Generate Report- Generate reports on expenses here, as well as download these reports into a .CSV file. 
4. Setup- Create budgets on a per-task level here, as well as set expense approvers and budget currency. 

Last updated: March 31, 2016 

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