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

The Field User submits an expense update via the Android/iOS app, including image capture for proof 📱.

Goal 3: Report an Expense on the Dashboard

Manager or Team Lead can create an expense report for an employee directly from the Dashboard 💻.

Note: Any Expense Reported from the Android/iOS App has to be approved on the Dashboard

Goal 4: Approval of the Expenses

Managers and Team Leads should regularly review expenses reported from the field. To review pending alerts, filter by Alert Status: Pending using the green button, or switch to List view to see all entries with Pending Alert Status. Then, edit the required entry and update the Data Status to Approved.