How To Upload Scanned Expenses and Receipts
Help Article
How To Upload Scanned Expenses and Receipts
Links
Steps
1. Navigate To Bills
2. Click on upload document link
3. Upload File
How to Review Expenses in Clear Books
Once an employee has submitted their expenses, the account owner will need to review and approve the expenses. This video takes you through the process of filtering an employee and selecting their expenses for approval.
The selected approved expenses are grouped up into one purchase invoice that is then payable to the employee. The underlying expenses are attached to the purchase invoice.
How To Create an Expense Claim
This video will show you how to create an expense claim. Expenses are used to reimburse employees for costs they have incurred on behalf of the company.
In the example shown Mr Oliver has spent £1.50 on milk for the office out of his own pocket. He needs the company to reimburse him back £1.50 so he submits an expense claim.