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Why do I require members to categorise expenses, add tags, note or upload a receipt?
Why do I require members to categorise expenses, add tags, note or upload a receipt?
Prajakta Pawar avatar
Written by Prajakta Pawar
Updated over a week ago


The expense made must be categorised under the relevant fields as created by the admin. For e.g., Marketing, Travel, Software subscriptions, Meals, etc. This helps to review the expenses and one can easily search them using filters available in the Expense view.


Notes save time and energy by delivering the information that you otherwise would have to expressly request.


For e.g, an employee might tag an expense with ‘Meals’ and ‘Project B’, but it doesn’t tell you who they had lunch with, and why. This is where notes come in. Your employee might then write 'Had meal with a potential new client'.

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