Enable Expenses on a Job

Overview

If the Expenses module is enabled in your portal, your employees will be able to create and submit expense reports, as well as upload copies of their receipts as accompanying documents.

You’ll also be able to create an expense report on behalf of an employee. This can be done from the Expenses module or by adding expense information to the employee’s timesheet.

Before expense reports can be created, you will need to enable expenses for the related job.

1. Go to Users > Employees > select the employee > select an active job > Job Details. 

2. Tick the ‘Expenses’ checkbox in Job Settings to enable expenses for the job.

3. Tick the ‘Expenses’ checkbox in TImesheet Settings if expense information will be entered directly on the timesheet.

4. Click Save.