My Expenses

An overview of how enter and track expenses and expense reports in TimeBox.

Navigate to Expenses

From anywhere in TimeBox, click the "Expenses" button.

Expenses Overview

The Expenses section allows the user to see all of their entered expenses, as well as add new expenses if the user has permissions to do so.

Create New Expense

To add a new expense, click the "Create" button in the upper right of the page. This will open a window where you can add all the details of the expense.

Enter Data and Save

The new expense window contains data fields for:

• Title: Name of the expense

• Category: What type of expense it is

• Date: What day this expense was made

• Description: What are the specific details of this expense

• Amount: How much is the expense

• Upload: Section to upload documents and receipts

There is also a section allows you to link the expense to a client or project.

Once the Data has been entered, press the green "Save" button in the lower right of the New Expense window.

Expense Table

The table on the Expenses screen gives details on all of the current users expenses that have been logged. It will detail all of the important information as well as give a status once it has been reviewed by an administrator.

The 3 dot action button is there if the user needs to edit or delete a logged expense.

Conclusion

This concludes the Expenses section for TimeBox. Next will be learning how see other members of our team in the "My Team" section.