Timesheet Portal allows for submission of your expense forms online. Expense forms can be allocated to projects, and can also include uploaded receipts associated with the expenses incurred.
To create a new expense form, click on "Submit Expense Form" from the main control panel page. You will then be presented with a blank expense form. You must enter a description and choose a date for your expense form. Each expense form can also have its own currency set, and there are various different currencies for which you can choose from. If you require additional currencies, please raise a support ticket and we can create new ones for you. If you have expenses in multiple currencies, you must create one expense form for each currency, as the currency is set on the whole expense form and not on each item.
You can associate an expense form with a particular client / project / task. To do so, use the dropdown lists provided at the top of the expense form. If your expense form is generic and does not relate to a particular client / project, then select "None" in the dropdown lists.
You must fill in the following information for expense entry for which you log:
Field | Description |
Date | The date on which the expense entry was incurred. This should normally match your receipt date. |
Description | A description on what the expense relates to |
Expense Category | The type of expense. To configure the categories, go to the Expense Settings page. |
Total inc. vat | The total amount of the expense, including any VAT (tax) charged. |
VAT | Enter the amount of VAT (tax) if any is stated on your receipt |
Receipt attached | Tick to indicate that a receipt has been uploaded for this expense entry |
Expense Receipts
You can upload your scanned expense receipts for your expense form. To upload your receipts, click on receipts icon on the right hand side of the expense entry. A new window will open, allowing you to upload a new receipt, or select assign one of your emailed receipts. You may assign more than one receipt to each expense entry, but each receipt must be assigned to an individual expense entry, in other words, you cannot assign a receipt to the expense form as a whole.
We accept the following image formats for uploaded receipts:
PDF
JPEG
PNG
BMP
GIF
TIFF