Important
Expense Types must be setup in Portal Admins before the Expense Form can be used properly.
Here are the steps to fill out an Expense Form
Click Projects on your left main menu.
Use the Search Fields or +Filter to find and navigate to your Project.
Once you found your Project, click anywhere on the row to open it.
While on the Project's Dashboard click the blue +Add Form button.
Search the form list for the Expense Form and select Radio Button just to the left of the form name.
Scroll to the bottom and click Save.
Click on the Expense Form in the Active Forms area.
Depending on what your company requires, enter the appropriate information in the SS (Social Security Number) / ID (Employee ID) & Employee Fields.
The Date field is not editable and is set as the date the form was opened.
NOTE: This is the From Date, it may be different than the Purchase Date.
Click the blue +Add Row button. (Click the + Add Row as many times as needed for every expense that needs to be submitted)
After adding all the rows that you need, several fields will appear. Fill out all all applicable fields.
NOTE: None of the Fields are required but fill in as much information as possible.Purchase Date - Date purchase was made
Project Type - Select from Dropdown or Add Custom
Cost Type - Select from Dropdown or Add Custom
Cost - Dollar amount of the Expense
Reimbursable - Select Yes or No
Purchase From - Vendor or Store name where purchase was made
Receipt # - Identification number on Receipt
Description - Details about the Expense or Purchase
To attach Receipt images to the form, click Choose File and select the Receipt image. File types accepted are .jpg, .jpeg, .png or .pdf file types.
When all Expense are entered, press the Save & Close button at the bottom of the form.
On the Project's Dashboard, click the file box icon to Close the form.
NOTE: A form MUST be Closed for it to be included in Reports and Job Costing.
