Track Expenses

Create an Expense

Click the More button on the bottom right of the screen.

Select the + button next to Expenses on the pop-up list to create a new Expense.

  You will be taken to a new page where you can enter the details of the Expense.

• Add Receipt: Add a picture from your phone of the receipt for the Expense. 
• Against: Fill in the appropriate Project or Ticket this expense is against.
• Title: Enter what this Expense is.
• Search For Expense Type: You can have multiple expense types. These are specified in your Configurations. Examples would be mileage, meal, or travel. 
• The Dollar Amount and Quantity.
• The Date these expenses took place. 

• Reimbursable: Does this expense need to be billed for?
• Billable: Is this expense billable to the client? 
  
  

Click Save to save this new Expense.

View Expenses

Click the Modules button on the bottom right of the screen and select Expenses.

 
This will take you to a list of all Expenses in Accelo. 

Approve Expenses

Click on an Expense to view more details of the Expense, including the Total Price, the Approval Status, whether the Expense is Reimbursable or Billable, and the name of the Project or Ticket it was logged Against.

If you are the manager of the Project or Ticket the Expense was logged against, or if you have Expense Approval permission, you will be able to Approve or Decline Expenses which have been Submitted.