Firstly, you should turn on the Expense module and ensure all users have related roles. You can find more information on those settings in the How to Set Up the Expenses Module article.
TABLE OF CONTENTS
- How to create an Expense
- How to Edit and Revise the Expense
- How to Cancel an Expense
- How to Repeat an Expense
How to create an Expense
To create the Expense document, please, follow these steps:
- You need to fill out all the required fields.
4. Add supplementary information like:
- Attachments to prove all spent costs.
- Notes and Comments.
When editing the fields, please consider this article, Field logic behavior after Edit and Revise actions in documents.
If you wish to take the document under Revision, click on the corresponding button to the right and add changes to the document and item fields as well.
Please note that the document will change status to In Revision, and you will need to go through the Confirmation process again.
Click the Cancel button on the right and provide the cancellation reason.
Use the Repeat function to save time creating new Expense by copying the existing document.