Expense Management

In this tutorial, you'll learn how to submit expenses in the Time Tracking feature of Kroolo Smart productivity powerhouse.

1. Open the Expense section

Start by navigating to the Time Tracking dashboard. From there, proceed to the Expenses section.

To create an expense, click on Create Expense.

Enable the Billable option, select the client's name, choose the project, and set the expense date.

After you've filled out these details, click on Apply.

Choose the appropriate category and enter the expense amount.

You're also able to attach files, such as invoices, to the expense. To do this, simply attach an invoice.

The file can also be dragged and dropped or attached.

After attaching the invoice, describe the expense.

You have the option to save the expense as a draft or submit it directly.

For this tutorial, we'll click on Submit.

Once submitted, your expense can be approved by your manager. If you're using an admin account, the expense will be automatically approved.

To view the submitted expense, click on the three dots and then on View Expense.

You'll now be able to see all the details of the submitted expense.

And that's it! You've successfully submitted an expense in the Time Tracking feature of Kroolo Smart Productivity Powerhouse.