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How to Add & Approve Expenses
How to Add & Approve Expenses

A step-by-step guide on how to add and approve expenses as a coordinator.

Stevie McIntyre avatar
Written by Stevie McIntyre
Updated over a week ago

Once you log into your profile, you will need to navigate to the ‘Payments’ tab located on the top right-hand side of the below screenshot.

Once selected the below screen will display:

You can manipulate the ‘Pending Payments’ that are displayed by using the filters shown in the above screenshot. You can filter by ‘Date’ or you can click on ‘Add Filter’ to select additional filterable options from the below list:

Once you have located the ‘Expense’ that you wish to approve, click on the relevant ‘Shift Date’ as this is a hyperlink to the following screen:

On the top right-hand corner you will see the ‘Pending Payments’ section:

On this screen, you will see the option to ‘Approve’ on individual expenses or the ability to select ‘Approve All’ to approve all pending expenses for this shift. If required you can also edit shift details by selecting the green ‘Edit Shift’ button.

Once the ‘Expense’ has been approved, it will relocate to the ‘Approved Payments’ section as displayed below:

To add an expense you can select the green ‘Add Expense’ hyperlink that will display the following screen:

Now you must select the ‘Expense Type’ from the drop-down options available. In the below example we have selected ‘Mileage’. Once selected the system will automatically calculate the mileage:

You’ll be able to edit the ‘Total Miles’ & free text in any additional information about the expense within the ‘Notes’ section.

Once you’re happy with the populated information select the green ‘Save New Expense’ button.

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