![]() Click "ok" and you will return to the Expense Sheet. Once you are ready, click "submit." You will arrive at a page confirming that your Expense Sheet has been submitted for approval. You can also opt to receive email notifications when the Expense Sheet has been Approved and/or Paid. They will receive a notification to review your Expense Sheet after you click "submit." You can enter an optional comment, directed to the Approver. Here, you will see who your Expense Approver is. This will bring you to the Submitting Expense Sheet for Approval page. You can also submit multiple Expense Sheets at once from the My Expense Sheets page by checking the Expense Sheets you wish to submit for approval, selecting "submit selected expense sheets," and clicking "go." If you are configured to submit Expense Sheets for approval, you will see a button marked "Submit For Approval" in the upper right corner of the page displaying your Expense Sheet. If your organization has the Expense Approvals module enabled, you may need to submit your Expense Sheet for review and approval. ![]() The items you have already saved will appear in a list below the form.Ĭlicking "Save" will bring you back to the Expense Sheet, where you will see the list of Expense Items in that Expense Sheet.Ĭlicking "Cancel" will bring you back to the Expense Sheet, where you will see the list of saved Expense Items in that Expense Sheet. Once you have filled in all of the Expense Item information, you can click "Save and Add Next" if you have more expense items to add, "Save" if you are done entering expense items, or "Cancel" if you wish to cancel.Ĭlicking "Save and Add Next" will bring you to an empty version of the same page so you can add another expense item. Our system is not intended to display any text/notes added through "markup" - we apologize for any inconvenience. Please Note: When uploading a receipt in the PDF format, any data added via the "markup" function in Adobe will not be included. The maximum file size for a receipt is 2MB, and you can upload files in PNG, BMP, JPG, GIF, TIFF, or PDF format. You can also upload an image of the receipt for the Expense Item by clicking on "Attach Receipt." Once you have uploaded a receipt, you can also delete the receipt or view the receipt. The Project drop-down here will display the Client Short Name, then Project Number, then Project name. You can also choose whether the cost for this Expense should be passed on to the Client and included in your Invoices: You will only be able to assign an Expense Item to a Project or Client you have access to (more information on Project Availability can be found in this guide). Next, you can assign this Expense Item to a specific Project and bill that expense to the Project, if applicable. You can also add Notes/Attendees to your expense item. You will then select the Payment Method and enter a Description of the expense item. If this Expense Sheet is set to "enable entry of foreign currency expenses," you can choose the local currency and have ClickTime convert the amount into your local currency. Every other expense type allows you to enter the Amount. If you select "Mileage" from the dropdown, you will be able to enter the Mileage in the next field but not the amount, as the amount is calculated automatically based on the mileage rate set up by your ClickTime administrator. The drop-down menu of expense types covers most categories of expense items. When adding an Expense Item, you must fill in the date and type of expense. This will open up the Add Expense Item page: ![]() Then click "Add Expense Item" to track each individual Expense: Once you have created an Expense Sheet, you can then open that sheet from the Expense Sheets page by clicking on the pencil icon: ![]() When you have filled out all the fields, click "Save." The next page will let you enter an Expense Item to your Expense Sheet. You can also include a description of the Expense Sheet. You can also check the box to enable entry of foreign currency expenses if necessary. "October Expenses"), expense sheet date (autofilled to the current date), and tracking ID if necessary. An Expense Sheet acts as a "folder" for Expense Items, which are the individual expenses you have incurred.įill in the expense sheet title (e.g. This will bring you to the New Expense Sheet page. To create an Expense Sheet, first go to the Personal -> Expense Sheets page:Ĭlick on "Add Expense Sheet" in the upper right corner to get started. Instructions for tracking Expenses via the Mobile Application can be found here.Įditing an Existing Expense Sheet or Expense Item The Expenses module allows your organization to track, submit, and approve expenses for all the Projects you work on. This guide will cover using Expenses on the Web. ![]()
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