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Administrator Guide
Last Updated: 2025-10-31
Create Expenses

Create Expenses

  • You must have the expenses.read or expenses.owned.read permissions. For vendor and contractor roles, they should have the expenses.read permission.
  • For various actions, you must have the expenses.bulk.upload, expenses.create, expenses.delete, and expenses.summary.update permissions.
  • Set up expenses and create an
    Expense
     report type.
Users can easily create and submit expense reports from the
Expenses & Adjustments
 page.
  1. From the header, select
    More
    Expenses & Adjustments
    .
  2. Click
    Add New
    to create a new expense.
  3. Complete the task: