Time & Expense

Time & Expense covers what your team spends and the hours they work: expenses submitted, approved, and reimbursed in one flow — no spreadsheets in email — plus mileage, advances, and timesheets.

All of these screens live under Time & Expense in the Finance sidebar.

Set Up Once

• Employees — who can submit expenses and time. Add each team member here.
• Expense Categories — the buckets spending falls into, each mapped to the right expense account so reports post correctly without anyone thinking about the chart of accounts.
• Mileage Rates — your reimbursement rate per distance, with effective dates.
• Timesheet Periods — the weekly or monthly windows time is entered against.

Run the Expense Flow

1. An employee opens Expense Reports, creates a report, and adds lines — category, amount, date, what it was for.

2. They submit it, and the report routes through your approval chain.

3. Once approved, finance settles it in Reimbursements — the expense posts to the ledger and the employee gets paid what they’re owed.

Tip

The person who submits an expense report can’t be the one who approves it — separation of duties is enforced by the approval system, not by trust.

Track Mileage

Employees log trips in Mileage Entries — date, distance, purpose. The math against your rate table is done for them, and approved mileage flows into reimbursement like any other expense.

Handle Advances

Fronting money for a trip? Record it in Expense Advances. When the expense report lands, the advance settles against it — what’s left is what’s actually owed, in whichever direction.

Enter Time

Timesheets is a grid for the period’s hours — days across, work down. Enter time against the current timesheet period and submit when the period ends.

Screens in This Area

Screen	What it’s for
Timesheets	The hours grid, per timesheet period
Expense Reports	Spending submitted for approval
Reimbursements	Approved expenses, settled and posted
Mileage Entries	Trips logged against your rate table
Expense Advances	Money fronted, settled against later reports
Employees	Who submits time and expenses
Expense Categories	Spending buckets mapped to expense accounts
Mileage Rates	Reimbursement rates with effective dates
Timesheet Periods	The entry windows for time