Fresh Projects

00:00: Staff members can submit their personal expense claims directly through Fresh

00:04: Projects to be reviewed by the manager,

00:06: allowing the associated costs to be directly linked to a specific project and its

00:11: relevant stage.

00:13: Begin by clicking Capture in the main menu.

00:17: Then open the Expenses tab.

00:20: Click "New Expense" to start creating a new expense entry.

00:25: Click here to open the Expense Type Dropdown menu.

00:30: Then,

00:31: select your Expense Type.

00:34: To add a Project click "Select" to select the Project to capture your expense against.

00:41: Start typing out the Project Name in the search bar,

00:44: or alternatively scroll through the project list and click the relevant one.

00:49: Then open the drop-down on the Project to select the specified sub project.

00:55: Set the Date to reflect when the expense was incurred.

01:00: Then click "Upload Receipt" to attach any supporting document such as a receipt.

01:06: Any further detail on the incurred expense can be recorded in the Note section.

01:12: Depending on how the expense type was set up,

01:15: you will either enter the quantity of units incurred in the expense beneath

01:18: QTY,

01:19: for example,

01:20: the number of miles travelled,

01:22: or alternatively, just enter the value of the expense incurred.

01:26: In the case of the former, the resulting Amount will be the product of the unit

01:30: quantity and a pre-established cost rate.

01:34: Click "Save expense" to finalise and save the new expense.

01:40: Your expense entry will now sit in the Drafts Sections and you will be able to review

01:44: all information.

01:46: Click "Submit" to submit the expense for approval.

01:51: You can then click on the "Submitted" tab to view all submitted expense entries.

01:57: You have now successfully submitted an expense on Fresh Projects.