Employee Expense Request

SHIPMENT MENU => Expense Request

Employees can request expenses that are Approved, Authorized and then Paid.

Note: Expense Charges are Billable and Non Billable. If billable the billlable checkbox is checked and the BL / AWB is required.

Notify the Accounts Dept if a billable expense does not show as such or an Expense Charge is not in the Charge Dropdown List

Adding a New Expense #

1. Click on the “Add” button.
2. Select the appropriate options, including expense description, recipient, amount, etc.
3. Click “Save” to add the new transaction.

Editing a Transaction #

1. Select the transaction from the list.
2. Click on the “Edit” button.
3. Modify the necessary details.
4. Click “Update” to save changes.

Deleting a Transaction #

1. Select the transaction(s) to delete.
2. Click on the “Delete” button.
3. Confirm the deletion when prompted.

Approving Employee Expense Transaction #

1. Check the transactions marked as “PENDING.”
2. Click on the “Approve” button.

Authorizing Employee Expense Transaction #

1. Check the transactions marked as “APPROVED.”
2. Click on the “AUTHORIZE” button.

Making Payments #

1. Check the transactions marked as “AUTHORIZED.”
2. Click on the “Make Payment” button.
3. Complete the payment details.
4. Click “Save” to authorize the payment.