How do I submit an expense claim?

Modified on Tue, 20 Jun, 2023 at 2:44 PM

From the Navigation Panel, under Public Zones, select Expenses.
In the top right select the button Add Expense Item.
The modal pop-up Edit your expense item will appear, where you will need to enter an expense description, amount, type, date and attach it to a project so it can be billed to the client if necessary.
You may also submit attachments such as invoices and receipts to go with the claim.
Once finished, press Save. If you need to make another expense claim, press Save and Add New.