As a manager, you can create expense requests on behalf of your team.
On the ‘Expense Requests’ page, click on ‘New Expense Request’ on the top right.
A New Expense Request 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
Add Items: Add expenses and details:
- Expense Date
- Expense Category
- Location
- Amount
Additional Notes: Any remarks or comments for you or the employee.
Attachments: Upload receipts and supporting documents according to your company policy as required for expenses
Once you have completed and finalised the details, click ‘Submit Request’.
