Starting in settings, navigate to expense categories and start building out how you want your expenses to be captured. These categories will fuel your charge code templates and your billable item charge code templates.

There are two types of expenses that can be captured: Amount based and quantity based

  • Amount Based: This means you expect employees to enter a total expense amount

  • Quantity Based: This means you expect them to enter an amount, and it will be calculated against a default rate that you set up. Note that once you set the default rate, you cannot change it.

Example: Mileage rate is .56/mile and they enter 10 miles which would create an expense for $5.60

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