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<23/05/2023> wb v4.6.8 Credit Card Expense claim option;

You can use Upvise Expenses module to track your expenses related to a project.

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After Expense claims are set up in Workbench, you can proceed to complete the Upvise setup.

1. Firstly you will navigate to the Expense Claim Module in Upvise, and .

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2. Go to the 'Payment Modes' Tab

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3. In the payment modes tab, you need to create a new payment Mode called "Employee Reimbursement". two payment modes

a) Employee Reimbursement

b) Credit Cards

Do this by clicking '+" and typing the payment mode "Employee Reimbursement" into the pop up. Click OK.

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This is a critical payment mode These payment modes are critical as the integration of expenses to workbench from Upvise is dependant on thisthese. If you are not recoding Credit Car Expenses you do not need to set these up.

4. The next step is to set up your Expense Categories. Categories are activities in workbench. The category Name must match exactly the Activity Description as it is in workbench. See Example

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Upvise Expense Claims - Creating an Expense Claim

1. Navigate to Expense Claim Module on the web or your mobile device

2. Click on the "+" button

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3. Populate the Description (e.g. 21 April 2021 Expense Claim- Travel and supplies).

4. Populate the 'Project" field for your expense claim

5. Populate the Amount in $

6. Populate the "category"

7. Click on the "Save" tick

Note: these are mandatory fields that are required for the expense to integrate into workbench.

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Upvise Expense Claims - Approving an Expense Claim

1. Managers and Administrators need to approve the expense claims submitted by standard users. Do this by navigating to expenses/reports/Submitted

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2. Click on the report you're wanting to approve, then click 'Approve Report"

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   Approved reports will land in workbench in the next scheduled hourly sync.