Expense
This is a list of operational cash that is used in various office operations.
How to view Expenses
Go to Expenses
Select the status of the Expense
How to create an expense category
Go to Expense
Click on Expense Settings
Click on Add Category
Enter the Category name, Subcategory name, and Subcategory code
Click Save
How to add an expense subcategory
Go To Expense
Click on Expense Settings
Search for the Expense category
On the subcategories column, click on the edit icon next to the number of the subcategories
Click the + icon next to other categories
Enter the Subcategory Name and Subcategory Code
Click on Save Changes
How to Issue an Expense to an Employee
Go to Expenses
Click on Issue Expense
Fill in the required details
Click Save
How to Approve, Disapprove, Edit, or Delete an Expense
Go to Expenses
Go to the Requested column
Search the name of the employee
Click the three dots at the far right
Click on either Approve, Disapprove, Edit, or Delete
How to Pay an Expense
Go to Expenses
Click on the Approved Column
Search the name of the employee
Click the three dots at the far right and select Mark as paid or Pay
On Pay, you will use the Workpay Wallet to make the payment
NOTE: If the payment status of an expense is PAID, once the expense is approved, it will move to the PAID column.
To be able to approve an expense, the expense wallet has to have enough amount. Here is a link on how to recharge your wallet.