Employee Expenses
Field and office staff submit reimbursable expenses for manager review. Expenses are linked to jobs and cost codes, flowing into job costing when approved.
Navigation
Sidebar → Workforce Admin → Employee Expenses
URL: /employee-expenses
Overview
The Employee Expenses page lists all submitted expense claims with their approval status.
Expense Fields
| Field | Description |
|---|---|
| Employee | The worker submitting the expense |
| Date | Date the expense was incurred |
| Description | What the expense is for |
| Amount | Dollar amount with receipt |
| Job | Job the expense is allocated to |
| Cost Code | Cost code for job costing |
| Receipt | Uploaded photo or PDF of the receipt |
| Status | Submitted, Approved, Rejected, Paid |
Approval Workflow
- Worker submits an expense from the mobile app with a receipt photo.
- The expense appears in the Employee Expenses list with status Submitted.
- Manager reviews the expense, verifies the receipt, and checks the job/cost code allocation.
- Click Approve to authorize reimbursement or Reject with a reason.
- Approved expenses flow to payroll or accounts payable for payment.
Related Pages
- Accounts Payable — Vendor-side AP expenses
- Timesheet Matrix — Out-of-pocket expenses visible in the timesheet slideout