Distribute employee expenses

Distribute expenses

  1. Go to Expenses > All > Expenses > and select Add (circle) next to My expenses or Staff expenses.

  2. In the Expense report info section, enter information in the required fields.

    For more information, go to Create your expense report or Create expense reports.
  3. Select Add distribute expense.

  4. Choose an Allocation.

  5. Enter an Amount.

  6. After you complete entering information in the fields, select Add expense.

  7. Select Submit or Draft.

Distribute credit card transactions

The location of the expense entry must be the same as the credit card location.
  1. Go to Expenses > All > Expenses > and select Add (circle) next to My expenses or Staff expenses.

  2. In the Expense report info section, enter information in the required fields.

    For more information, go to Create your expense report or Create expense reports.
  3. Choose Select credit card transactions.

  4. Select a credit card transaction.

  5. Enter an Amount to apply.

  6. Choose an Allocation.

  7. After you complete entering information in the fields, select Add expense.

  8. For each expense entry, select an Expense type.

  9. Select Submit or Draft.