Staff members can submit their personal expense claims directly through Fresh Projects to be reviewed by the manager, allowing the associated costs to be directly linked to a specific project and its relevant stage.
Let's take a look at how this is done:
- Begin by clicking Capture in the main menu.
- Open the Expense tab.
- Start by typing out the name of the expense type you want to submit a claim for. Alternatively, you can click on the Notepad icon to the right to see a complete list of the possible expense types.
- Now click Add Project to link this expense claim with the project and stage that the expense was incurred against.
- Start typing out the Project Name, or alternatively scroll through the project list and click the relevant one. Then open the drop-down list beneath Sub Project to select the specified stage before clicking + Add.
- To attach any supporting document such as a Receipt, click Upload File and set the Date to reflect when the expense was incurred.
- Depending on how the expense type was set up, you will either enter the quantity of units incurred in the expense beneath QTY, for example, the number of miles travelled, or alternatively, just enter the value of the expense incurred. In the case of the former, the resulting Amount will be the product of the unit quantity and a pre-established cost rate.
- Lastly, any further detail on the incurred expense can be recorded in the Note section before clicking Submit Expense.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!