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.
2. Create Expense
To create an expense, click on Create Expense.
3: Enter the details
After you've filled out these details, click on Apply.
4. Enter the amount
Choose the appropriate category and enter the expense amount.
5. Option to attach files
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.
6. Enter the description
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.
7. Check for approval
Once submitted, your expense can be approved by your manager. If you're using an admin account, the expense will be automatically approved.
8. View the expenses
To view the submitted expense, click on the three dots and then on View Expense.
9. Verify the details
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.
FAQs
Q1. Can I save an expense as a draft?
Yes. When creating an expense:
After filling in all required fields, choose Save as Draft instead of Submit.
Drafts remain in the Expenses list and can be edited or submitted at any time.
Q2. How can I view or edit submitted expenses?
To review or adjust your entries:
1. In the Expenses list, click the three-dot menu next to the expense you want to view.
2. Select View Expense to see all details.
3. If permissions allow, you can edit or delete the entry from this view.
Q3. What happens after I submit an expense?
Once you hit Submit:
The expense enters the approval workflow.
If you’re a regular user, your manager will review and approve it.
Admin users’ submissions are automatically approved upon submission.
