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!
Managing Expense Categories
Users can create and enable or disable expense categories across Workia. You can manage expense categories by opening an expense record in a case and clicking on Expense Category box.
Click on "Manage Expense Categories" at the bottom of the dropdown menu.
Add an Expense Category by clicking on "+ Add Expense Category", fill out the details, and click "Save".
Updating Expense Violation Rules
When Expense Violation Rules are updated, you can manually apply them to existing expenses.
💡Note: Changes to the expense violation rules are forward looking - they do not get applied to existing expenses unless you go into the record and apply the update.
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.
