Expense Management | Scribe

    Expense Management

    • Vik |
    • 25 steps |
    • 2 minutes
      1
      Click "Manage Expenses" to access the Expense Management feature in Juice Admin.
      2
      Enter a "From Date" for the start of the date range.
      3
      Enter a "To Date" for the end of the date range.
      4
      Enter is a "First Name"
      5
      Enter in a "Last Name"
      6
      Enter an "RPID"
      7
      Click "Search" for results.
      8
      The table includes: Employee Name, Transaction Date, Date Submitted, RPID, Requested Amount, Amount Approved, Transaction Title, Transactions Description, CH Category, Merchant Category, Approve (expense), Reimburse (expense), Reject (expense) and view the Receipt of the expense.
      9
      "Amount Approved" field has the option for the user to change the $ amount for approval, reimbursement or rejection.
      10
      Radio button to "Approve" the expense.
      11
      Radio button to "Reimburse" the expense.
      12
      Radio button to "Reject" the expense.
      13
      Click on the icon to view the "Receipt"
      14
      Click "Export View" to download a report of the Expense Management Table.
      15
      Select "QuickBooks Compatible Export" for a CSV file to download.
      16
      Click "Download" to download "QuickBooks Compatible Export" CSV file.
      17
      Click "General Export" for options to download an Excel or PDF file.
      18
      Click "Excel" to select Excel file option.
      19
      Click "PDF" to select the PDF file option.
      20
      Once PDF or Excel is select - click "Download" for the file to download.