Would you like to enable the Expenses module? You can do so via the “Billing” tab.

Please note that only administrators have access to this section.

To activate the Expenses add-on for claims, go to the “Billing” tab and enable the “Expenses” module.

If this is your first time using the module, you can start with the free trial.

A window will open, allowing you to view the included features and click “Confirm”.

Once confirmed, you will have completed the module activation!

Once the add-on has been activated, you will also need to set it up.

To configure the module, tap the “Expense” tab, then tap the pink “Get started” button.

Choose a reimbursement method for your employees

1- Through payroll

2- Another method (payment in another system)

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* Here is the list of payroll integrations that support expense export:

Who can submit requests?

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You can choose whether employees (specific or unspecified) and managers, or only managers, are allowed to do so.

Would you like to enable mileage reimbursement as well?

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You will need to select the distance unit (km or miles) and the reimbursement rate ($/km)

Add details and instructions in the note below, if needed!

Select which expense categories are accepted—you can also create new ones later.

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Add additional details or notes at the bottom, if needed!

Add or create any applicable taxes on the expenses, and tap “Complete” when you're done!

Please note that you can edit this (admins only) under “Settings” - “Expenses”