Submitting & tracking expenses

by

Ashley Fox

-

Customer Success

May 5, 2025
3 minutes to watch

At a Glance

Staff can easily submit expense requests by uploading receipts and providing relevant details. Admins and supervisors receive automatic notifications, and once approved, our automation engine ensures accurate and efficient reimbursement.

Pre-Requisites

Automations, Creating a Column, Currency type, Custom Object, Link to Object type, Schemas, Single Select type, Table, Tasks, Text type

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