Expenses

The Expenses add-on allows your budget holders to spend their recognition budget on a recognition related expense that is outside of the system. For example, if they want to send some flowers, chocolates or go out for something to eat/drink.

Budgets holders cannot claim for just anything - the expense must be connected to a recent recognition (e.g. within the last 30 days).  This time period can be configured by you, and you define the types of suppliers/expenses that are eligible (e.g. restaurant, flowers, etc.).

How to setup expenses

Step 1 - Configure expenses

1. Login to your Administrator account (must be the primary account or technical user)
2. Click Add-ons, select Expenses (contact your account manager if you do not see Expenses)
3. Click Get Started
   1. Expenses - Select Enabled
   2. Max Spend Value Per Person - Enter an appropriate value
   3. Terms and Conditions - Enter any restrictions you want to apply (this must be agreed-to by the budget holder when submitting an expense)
   4. Max Recognition Age - Check/update the default value
   5. Approval Grace Period - Check/update the default value
4. Click Submit

Step 2 - Create supplier types

1. Login to your Administrator account (must be the primary account or technical user)
2. Click Add-ons, select Expenses
3. Click the Settings cogwheel
4. In the left-nav menu, click Supplier Types
5. Click the Add Expense Supplier Type button
6. Supplier Types - Enter a type of supplier/expense (e.g. restaurant, flowers, etc.) that is eligible for expense reimbursement
7. Click Add Supplier Type
8. Repeat to add additional supplier types

How to view expenses

• Login to your Administrator account
• Click the Add-ons on pull-down and select Expenses
• Click the View button next to each expense to view the details