Manage expenses

depending on your access privilege or manager role, you can approve, add, edit, and delete expense records for your staff each expense record can be either an expense item or an allowance item typically, the staff will submit expenses for approval, while managers will add allowances for the staff compared to the regular allowances in the staff's salary package, these allowance items are meant for ad hoc allowances, such as a per diem for business trips view expense records you can view the staff's expense records in the following tabs people > expense —view a single staff's expense records expenses —view all your assigned staff's expense records approve expenses who can use this feature \ reporting managers admin managers payroll managers to approve an expense go to people select a staff > expense select the expense record to view the expense details, including any supporting documents or notes select approve or reject approve a pop up window appears 5 select ok the expense has been approved reject the add rejection notes screen appears 5 in notes, enter the rejection reason for the staff 6\ select reject the expense has been rejected go to expenses select the expense record to view the expense details, including any supporting documents or notes select approve or reject approve a pop up window appears 4 select ok the expense has been approved reject the add rejection notes screen appears 4 in notes, enter the rejection reason for the staff 5\ select reject the expense has been rejected the staff will receive an email notification of the expense outcome and can sign in to marco to view the outcome as well next steps if the expense has been rejected, the staff can edit the expense and resubmit it for approval add expenses who can use this feature \ admin managers payroll managers you can add expense records on behalf of your staff before you begin prepare all required supporting documents for the expenses, such as receipts or invoices you will also need to submit the following details for each expense or allowance item currency amount date (for travel related expenses) travel details origin destination travel dates for expense items, the expense name is entered by the user for allowance items, the allowance name is selected from a list of allowance pay items each allowance item also has an payment type (gross, net, ctc) to add an expense record go to people select a staff > expense select new expense the add new expense screen appears (for expats) select the payment currency select the record type (expense, allowance) and status (submitted, approved, rejected) enter the expense details in notes, enter any details about the expense as required by your company upload any supporting documents in expense files select submit the expense has been added for the staff go to expenses select add new expense the add new expense screen appears select a staff (for expats) select the payment currency select the record type (expense, allowance) and status (submitted, approved, rejected) enter the expense details in notes, enter any details about the expense as required by your company upload any supporting documents in expense files select submit the expense has been added for the staff edit expenses who can use this feature \ admin managers payroll managers you can edit all expenses to edit an expense go to people select a staff > expense under the expense record, select ⋮ (three dot icon) > edit the edit expense screen appears update the relevant details select submit go to expenses under the expense record, select ⋮ (three dot icon) > edit the edit expense screen appears update the relevant details select submit delete expenses who can use this feature \ admin managers payroll managers you can delete unapproved expenses to delete an expense go to people select a staff > expense under the expense record, select ⋮ (three dot icon) > remove go to expenses under the expense record, select ⋮ (three dot icon) > remove