Expense Reporting Cheat Sheet

How to Report an Expense in Workforce Management Application

Goal 1: Add an Expense Classification

This step involves setting up the different types of expenses your team can report—like Travel, Food, Fuel, Lodging, or Miscellaneous. You can create these on the Dashboard by defining a unique name and code for each expense type.

Goal 2: Report an Expense Using the Android/iOS App

Goal 3: Report an Expense on the Dashboard

Goal 4: Approval of the Expenses