How do I add an expense?

Add the expense from Bonuses and expenses. That is the menu name, and it is the heading on the page.

1. Click Bonuses and expenses.
2. Click Add expense.
3. Pick the Week ending and click Continue.
4. Choose a Category. Enter miles and a rate, or an amount.
5. Under Who pays?, choose Bill to client or Partner pays.
6. Add a description if you have one. Under Receipts, use Take photo or Choose files.
7. Click Save.

Good to know

• Bonuses and expenses is in the menu when that page is turned on for your company. If you do not see it, open the associate and click Add expense. That button is there when the associate has an active assignment.
• If Add expense on this page says "Open an associate timesheet to add an expense, or wait for an item on this list," the list has no assignment yet. Use Add expense on the associate, or open the timesheet and click + Add expense.
• An associate adds their own expense on the timesheet, in the Expenses section. That is the associate path.
• The associate submits the expense. You approve it, or the client does when it is set up to bill the client. BOSS pays it after approval.
• Bill to client can add markup, so the invoice amount will not match the receipt. Partner pays is not billed to the client.

Questions? Contact BOSS Support at support@backofficenow.com.