How Do I Submit Expense Entries?

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For a company that follows a submit-review-approval process, Web Suite’s built-in workflow makes the process easy and fast. Timekeepers generally submit their expense entries to a reviewer, who might be a project manager or Supervisor.

 

To submit expense entries:

 

  1. Click Time-Expense on the navigation bar and then open any expense entry screen (for example, Simple Expense Log or Expense Log).
  2. Select the expense entry rows that you want to submit to a particular reviewer. Web Suite will submit all selected rows to the same person.
  3. Click Submit.
  1. Select to whom you want to submit your entries. Typically, you submit expenses incurred on a billable project to a Project Manager or Client Manager. You can submit non-billable expenses charged to the Overhead and Marketing projects to a Specific person or My Manager (your direct supervisor). Your Supervisor will provide the submission instructions.
  2. In the Workflow Type, specify the type of submission-whether Billing, Payroll or both.
  3. Optionally, enter an unlimited length Memo.
  4. When you have finished, click OK.