Expense Capture
Expense Capture

Capture an expense
Log into the expense app 

   

 

   

 Click on New Claim 

 Take a Photo or select from Library 

 

   

 After photo or selection, image will display for expense 

 Click on Analysis Receipt 

 

   

 AI checks receipt and populates the expense 

 

 Select the Expense category and click on Submit claim 

 

   

   

 Expense claims pick up from the Huge ERP system 

  

Expense preparation
In order to setup the Expense app to work, there are some setups in the system to be setup. 

 Create Unknown custom item and Unknown expense category. 

 This is used where the user does not know where to allocate expense, the system will default to this expense. 

 

   

 Set the default unknown category and subcategory 

 

   

 Create all your expenses

Expense setup in Payables Hub
Initial setup of Expense setup in Payables Hub 

 

 

 

 

 Client Routing 

 Setup the company for expense module 

 

 

 

 Expense Employees 

 

 Setup the various employees that will be allowed to use expense app 

 

 

 Expense Claims 

 Management of claims, successful and not successful 

 

 

 

   

 

 Client Routing setup for Expense Module 

 Active Expense Module for Company 

 

 Enable Expense module 

   

 

   

 

 Setup Expense employee 

 An employee can be linked to multiple companies. 

 For each company, the employee code needs to be set in order for the system to link the user in the company 

   

 

   

 

 Expense Claims 

 Allow admin to handle any errors to expense claims