Staff Page Navigation | Expenses

This guide provides the steps for staff to efficiently record and manage expenses, ensuring accurate financial tracking. Expenses will push to payroll reports along with billable and non-billable entries. By following the steps outlined, users can easily categorize expenses, link them to clients, and maintain organized documentation through receipt uploads. This not only streamlines expense reporting but also enhances transparency and accessibility for team administrators.

Noteable Support
11 steps

Mynoteable

Navigate to the "My Page" area under the dropdown menu

Click "Expenses"

Click "Add Expense"

Enter the **Date** and **Amount** of the expense being recorded

Select the appropriate category to place to expense under.

Select the client that this expense was for, if applicable.

Add a Brief Description, if necessary.

Click the "I have a receipt for this purchase" field, if that is the case.

Click "Save"

If you selected that you have a receipt for the expense, we recommend uploading the receipt to your Uploaded Files tab for easy access to Administrators on your team who may need to review these details.

Click "Uploaded Files"

Click "Add File" and from your computer select the receipt for the expense recorded.