{"id":5400,"date":"2016-04-19T17:15:33","date_gmt":"2016-04-19T17:15:33","guid":{"rendered":"https:\/\/www.process.st\/templates\/submitting-expense-reports-from-expensify\/"},"modified":"2024-02-28T16:58:32","modified_gmt":"2024-02-28T16:58:32","slug":"submitting-expense-reports-from-expensify","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/submitting-expense-reports-from-expensify\/","title":{"rendered":"Submitting expense reports from Expensify"},"content":{"rendered":"
\n

Log into Expensify <\/h2>\n
\n

The login link is https:\/\/www.expensify.com\/signin,<\/a> and the login information is stored within LastPass in the "Shared-MeeseWorks Operations" folder.<\/p>\n<\/p><\/div>\n<\/section>\n

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Submit Receipts from bin to Expensify <\/h2>\n<\/section>\n
\n

Update unsubmitted expenses <\/h2>\n
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Review unsubmitted expenses, and make sure that each expense has an accurate category and a brief description.<\/p>\n

For any missing fields, simply click to edit and enter the relevant information.<\/p>\n

If the category is "Other", make sure the description clearly describes the purpose of the expense (such as "Books for Education & Training" or "Office Supplies").<\/p>\n

All expenses should be non-reimbursable. Click on each expense to make sure they are not checked as 'Reimbursable.'<\/p>\n

If you don't know what information to input, first review the receipt itself (by clicking on the papers icon) and if you still have questions direct those to John Meese via Slack.<\/p>\n<\/p><\/div>\n

\n
\n <\/a>
\n <\/figure>\n<\/p><\/div>\n
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Note: <\/strong>Ignore all mileage reports in this process.<\/p>\n<\/p><\/div>\n

\n
\n <\/a>
\n <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n
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Navigate to the "Reports" tab within Expensify <\/h2>\n<\/section>\n
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Create a new expense report <\/h2>\n
\n
\n <\/a>
\n <\/figure>\n<\/p><\/div>\n<\/section>\n
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Give the report a title <\/h2>\n
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Use the template "MeeseWorks Expenses - Week of [DATE]"<\/p>\n<\/p><\/div>\n

\n
\n <\/a>
\n Step 1: Click on the "New Expense Report" title
\n <\/figcaption><\/figure>\n<\/p><\/div>\n
\n
\n <\/a>
\n Step 2: Enter the title of your report
\n <\/figcaption><\/figure>\n<\/p><\/div>\n
\n

Click outside of the title field of hit Enter\/Return to save the title of the report<\/p>\n<\/p><\/div>\n<\/section>\n

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Add expenses to report <\/h2>\n
\n
\n <\/a>
\n <\/figure>\n<\/p><\/div>\n
\n
\n <\/a>
\n <\/figure>\n<\/p><\/div>\n<\/section>\n
\n

Submit report to bookkeep@makechange.co <\/h2>\n
\n
\n <\/a>
\n <\/figure>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

Log into Expensify The login link is https:\/\/www.expensify.com\/signin, and the login information is stored within LastPass in the "Shared-MeeseWorks Operations" folder. Submit Receipts from bin to Expensify Update unsubmitted expenses Review unsubmitted expenses, and make sure that each expense has an accurate category and a brief description. 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