Expense Tracker FAQs

1. How to request for new expense using this application ?

In our application you have the ability to apply various expenses.

  1. First go to Home page, select the New button and from drop-down select the expense type you used.
  2. Once the pop-up opens, you can select which expense type you have utilized, amount spent, project name, etc.
  3. Once done filling all details, click on submit button.

2. Where can I attach the documents related to bills of my expenses used ?

In our application you have the ability to attach the documents of your expenses.

  1. First go to Home page, select the New button and from drop-down select the expense type you used.
  2. Once the pop-up opens, you can fill in all the details and finally select the upload icon where you can attach your documents.

3. Can i apply for multiple expenses in a single form ?

Yes. You can even add multiple expenses in a single form. Once you define one more expense, it would be automatically calculating the total amount of the expenses.

4. Is there a provision to add additional approvers into this application ?

Yes. You can add additional approvers in case your manager is on leave.

5. Where can I check the status of my expenses ?

You can check the status of expenses in Home page in different tabs of draft, process, approved and rejected also.

6. How can I assign user roles using our application ?

  1. Go to System Settings, then from dropdown list select Assign User Roles.
  2. Once the pop-up opens, select the user for whom you want to assign user role, and click on Edit User Roles.
  3. Select the user roles and click on update button.

7. How to add a new expense category ?

  1. Go to System Settings, then from drop-down list select Expense Category.
  2. Once the pop-up opens, select the user for whom you want to assign user role, and click on Edit User Roles.
  3. Select the user roles and click on update button.

8. Can I specify rate per km for each expense categories ?

  1. Go to System Settings, then from drop-down list select Local Conveyance Rate.
  2. Once the pop-up opens, click on New button.
  3. Fill the category name, Kilometer and Rate per kilometer and click on submit.

9. Can I change the currency format in this application ?

Yes. You can change the currency format as per your country.

  1. First, go to System Settings, select General from the drop-down.
  2. Once the pop-up opens, select the currency of your country and select the save button.

10. How to update the brand logo in this application ?

  1. First go to System Settings, select General from the drop-down.
  2. Once the pop-up opens, in Brand logo column click on upload logo and upload it and click on save logo.

11. How can I assign user roles using our application ?

  1. Go to System Settings, then from dropdown list select Assign User Roles.
  2. Once the pop-up opens, select the user for whom you want to assign user role, and click on Edit User Roles.
  3. Select the user roles and click on update button.
Please click here to get Expense Tracker Plus installation guide.
If you need any support, please click here to contact us.