Chapter 13. Expenses

Table of Contents

13.1. Overview
13.2. Understanding OfficeClip Expenses
13.2.1. Currency
13.3. Using Expense
13.3.1. Creating an Expense
13.3.2. Inbox/Outbox Portlet
13.3.3. Exporting Expenses
13.3.4. Generating Expense Reports
13.3.4.1. Expense Reports
13.3.4.2. Other Reports
13.3.4.3. Example
13.3.5. Archiving Expenses
13.3.6. Reimbursements
13.3.7. Shared Items
13.4. Expense Administration
13.4.1. Editing Fields to Create Aliases
13.4.2. Setting up Expense Profiles
13.4.3. Setting up Expense Workflow
13.4.4. Adding Expense Types
13.4.5. Setting up Default Currency
13.4.6. Managing User's Expense sheets
13.4.6.1. Rerouting Expense sheets
13.4.7. Allocating Projects to Users
13.4.8. Users

13.1. Overview

OfficeClip Expenses are records of cost incurred from work-related tasks such as travel, supplies, lodging, food etc. In the normal workflow, expenses are entered by employees, then approved by their supervisor, and finally reimbursed by the accounts. Users may also receive a cash advance that is adjusted with the payment.

The Timesheet and Expense link shows the status of all the expenses that are submitted for your approval, pending approval, rejected etc., allowing you to quickly take action on the ones that need your attention.

[Tip] Tip

In OfficeClip, Timesheet and Expense are available as two separate modules packaged together in one application. If your organization is interested in a single module, you can easily disable the other module.