How do I set up Expenses?

← Expenses

Turning Expenses On

First, navigate to your Company Settings. 


Within the General tab, scroll to the Enable features section and tick the Expenses checkbox.



NB: This is enabled by default for all new companies.

Setting Up Multiple Offices

If you are setting up your Staff Squared account for the first time you can add your Office expenses settings when you complete your Company Profile. 

If you already have an account and want to set up expenses for your company, first go to your Company Settings, then click on the Expenses tab.  


This will take you to a new page where you will see a list of your existing offices.  


Editing the Head Office Expenses

To edit the expense settings for your Head Office, click Edit next to the office at the top of the list.


Here you're able to change the settings as needed. Choosing to set When do you process expenses? and/or When do expenses get paid? to on a recurring basis will show additional options.


Adding and Editing Additional Office Expenses


When you add an additional office, or edit one that isn't the Head Office, you have the option to make the expense settings the same as the Head Office, or individual to that office.

To set individual settings, click Custom within the Expense period and/or Expense cycle.



This then shows additional options for you to set.









Expenses

  1. How do I set up Expenses?
  2. How do I Manage Expense Types?
  3. How do I Manage Mileage Allowances?
  4. How do I Submit an Expense?
  5. How do I Approve or Reject an Expense Claim?
  6. How do I set Expense Reminders?
  7. How do I set my Expense Cycle and Currency?
  8. How do I set Additional Expense Approvers?
  9. What Happens when I Submit an Expense if I have Multiple Offices?
  10. How do I Export Staff Expenses?
  11. How do I Duplicate an Expense Claim?
  12. Staff: How do I Submit an Expense Claim?

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