Distribute employee expenses
Distribute expenses
| Subscription |
Time and Expenses |
|---|---|
| Regional availability |
United States |
| User type |
Business Employee Project Manager Warehouse |
| Permissions |
Expenses
|
| Configuration |
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Go to Expenses > All > Expenses > and select Add (circle) next to My expenses or Staff expenses.
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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. -
Select Add distribute expense.
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Choose an Allocation.
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Enter an Amount.
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After you complete entering information in the fields, select Add expense.
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Select Submit or Draft.
Distribute credit card transactions
| Subscription |
|
|---|---|
| Regional availability |
United States |
| User type |
Business Employee Project Manager Warehouse |
| Permissions |
Cash Management
Expenses
|
| Configuration |
-
Go to Expenses > All > Expenses > and select Add (circle) next to My expenses or Staff expenses.
-
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. -
Choose Select credit card transactions.
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Select a credit card transaction.
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Enter an Amount to apply.
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Choose an Allocation.
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After you complete entering information in the fields, select Add expense.
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For each expense entry, select an Expense type.
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Select Submit or Draft.