Step 1: Access the Expense Module
Navigate to the Expense module and click on "Add Expense."
Step 2: Select Expense Type
Determine whether you are adding an Employee Expense or a Company Expense:
Employee Expense: Costs incurred by an employee on behalf of the company (e.g., travel, meals, client entertainment).
Company Expense: Direct costs paid by the company (e.g., rent, utilities).
Note: Company expense is only available based on the rights given to an employee
Step 3: Provide Expense Details
All expenses require the following information:
Expense Name
Date
Currency
Narration (a description of the expense)
You can also choose to toggle the expense as an "Imprest Expense." An imprest expense refers to funds advanced to an employee for immediate expenses, with subsequent reimbursement.
Note: Receipts are not required for imprest expenses.
Step 4: Add Receipts
Workpays allows you to add multiple receipts under various categories for a single expense.
Click the "Add Category" button.
Upload your receipt(s) along with their corresponding amounts.
Step 5: Choose Payment Method
Select your preferred payment method and provide the necessary payment information.