Open a case and navigate to the Expenses section by scrolling down or selecting it on the left side of the screen.
Creating an Expense Record
To add an expense, in the Unreported Expenses tab, click on "+" or "Add Expense".
Fill out the details and click "Create Expense".
Once an expense record has been created, check for violations. Then you can send the record for approval!
Once approved, the record can be added as a report!
💡Note: You cannot delete reports once they have been approved!
Importing Expenses Data
To import multiple expenses data in bulk, you can use the Import function!
To get started, click on your Profile Icon > Settings > Imports. On the Expenses Data tab, click on "+" to start your import. Next, upload your file and map out the details!
After the import, check to see if all the data has been uploaded successfully.
Creating an Expense Record (Employee)
Employees can easily create and submit expense reports through the Workia Employee Mobile App, attaching receipts and categorizing expenses as needed!
To create an expense record as an employee, on the case screen, select the Expenses button. Select "+" on the upper right side of the screen to:
Scan receipt via Camera - Using your camera, you can scan a receipt and the app automatically creates a record for you.
Use a file from your Library - If you already have a file, you can simply upload it here.
Manually Create - Fill out the details on the expense record manually.
After filling out the details, make sure to check for violations.
Send the record for approval.
Once approved, the record can be added as a report!
💡Note: All expenses are recorded in the currency they were paid. Once you put them inside a report, the report expresses the cost in the System Currency.