ExpenseTron is meant to be a system that encourages, real-time expense reporting and approval. We designed the system to focus on ease of use so that no one needs to pile up their expenses until the end of their trip to file them in one go. We recommend that while we do support filing all of the expenses related to a trip as a single trip report, we recommend against it.
Here is how trips works
- Employee creates a new trip, by typing "trips"
- Then add the information into the dialogue box.
- Then keeps filing all sorts of expenses against a trip.
- Once all the trip expenses are filed, the trip can be marked as "ended" and then submitted for approval.
- Once submitted, all expenses associated with the trip are sent for approval and the manager can approve all of them with a single click.
An unsubmitted trip can be edited by typing "Trips" and then clicking on the "Edit Trips" button.
Notes:
- Once the trip is approved, we sync all approved expenses into your accounting software, if you have connected one. We support Xero and Quickbooks online for now.
- An employee can have more than 1 trips at a time. Also trip always remains an optional field and you can continue to file non-trip related expenses as usual.
- All employees create their own trips.