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To get to a user’s expense sheet, click the accumulated dollar amount under the Mileage & Expense column on the Dashboard.

To record an expense from the Expense Entry tab:

  • Select dollar or mileage and enter amount
  • Add the date
  • Select a Vendor from the dropdown menu or create a new one
  • Optionally link the expenses to an Event, Customer, Project, or Account Code
  • Add notes, if any
  • Upload an image of the receipt, if any
  • Click Save New Record

The expense is added to the list of open expenses. The totals are updated to reflect the entry.

You can enter negative expenses for things like loans. These entries show up in red on the expense sheet.