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Create an expense

  • Updated

There are two ways in which you can create an expense for an umbrella employee:

  1. Hover over the ‘Employees’ tab in the menu bar.
  2. Click ‘Expenses’ when the tab drops down.
  3. Click ‘Add’ in the ‘Unsubmitted’ tab.
  4. Select the correct employee/contract employee/contract by clicking the radio button next to the employee's name you wish to create an expense.
  5. Complete Expense details, including Description and Amount.
  6. Click ‘Create’ at the bottom of the page.
  7. Click the ‘Ok’ button on the confirmation pop-up to create the expense.

Or;

  1. Click the ‘Employees’ tab in the menu bar.
  2. Click on the reference of the employee you wish to create an expense for.
  3. Click the ‘Expenses’ button below the employee details.
  4. Click ‘Add’ in the ‘Unsubmitted’ tab.
  5. Complete Expense details, including description and amount.
  6. Click the ‘Create’ button on the page.
  7. Click 'Ok' on the confirmation pop-up to create the expense.