Expense Overview in THAREJA

THAREJA expenses allows you to keep track of all non-time related costs to your organization and invoice expense items and mark them as paid. Users can upload receipts, categorize expenses, and add them to projects for invoicing.

This guide covers the topics listed below:


Adding Expenses
























STEP 1. Navigate to Expenses from the left side navigation bar. You will be landed on the expense listing page. 

STEP 2. Then click on Add Expense button given at the top right corner. 

STEP 3. A dropdown will open to choose the expense type you want to add, click required option.

Adding Normal Expense

By clicking Add Normal Expenses you will get this popup.

Just fill in all the mandatory fields and click Save. Your expense will be created and visible at the top in Normal Expenses list.

Adding Driving Expense

By clicking on Add Driving Expenses here, you will get this popup.

Note: When you will select your destination the distance will be calculated automatically.

Just fill in all the mandatory fields and click Save. Your expense will be created and visible at the top in Driving Expenses list.

Importing Expenses

STEP 1. Click Import Expense button, an import window will open on the top of Normal and Driving Expenses. Click on Choose Files next.

STEP 2. Once you have selected the file from your computer, click Upload File. All the expenses present in the file will be imported and visible in the expenses list.

Viewing Expense Details

STEP 1. Navigate to Expenses from the left side navigation to open the expense listing page.

STEP 2. Either directly click the expense that you want to open from the list or you can open the Actions menu and then click See Expense. 

You will get the expense details page opened.

Editing an expense

STEP 1. Navigate to Expenses from left side navigation bar. You will land on the expense listing page. 

Note: You can only edit an unreported expense. If you want to edit a reported expense, remove it from the report first, edit it and then add it back to the report.

STEP 2. Now open the Actions menu on the expense you want to edit and click Edit Expense.

STEP 3. You will get the edit expense popup next popup, just make the required changes and click Save. Your expense will be edited.

Similarly you can edit a drive expense too. OpenActions menu on a drive expense and click Edit Expense.

Make required changes in the current drive expense and clickSave.

Deleting an expense

STEP 1. Navigate to Expenses from the left side navigation bar. You will land on the expense listing page. 

Note: You can only delete an unreported expense. If you want to delete a reported expense, remove it from the report first.

STEP 2. Now open the Actions menu on the expense you want to delete and click Delete Expense.

STEP 3. A confirmation popup will appear next, click OK to confirm. Your expense will be deleted and will no longer be seen in the expense list.

Creating an Expense Report

Expense reports are important to track the costs in a business. THAREJA Expense Reports allow employees to easily submit their reports on the go, and admins can quickly approve and reimburse the reports with just a click. 

STEP 1. Click on Report Expenses given in the middle button in the top right corner.

STEP 2. You will get this popup next, write your report name and click Save. Your expense report is created successfully and can be seen in the Expense Reports list.

Adding Expenses to the Expense Report

STEP 1. Go to the Expenses Reports and open the report you want to add an expense to.

STEP 2. Now click Add Expense button given at the top right corner.

STEP 3. All unreported expenses will be shown after clicking on this. Now select the expense (or expenses) you want to add to the report and click Add Expenses.

The expense will be added to the report and can be seen inside the report now.

Removing an Expense from the Expense Report

Note: You can only remove expenses from a report if the report is in open status or not submitted yet.

STEP 1. Go to Expense Reports and open the report you want to remove an expense from.

STEP 2. Report detail page will open next. Open the Actions menu on the expense you want to remove from the report and click Remove Expense.

STEP 3. You will get a confirmation popup next, click OK to confirm. 

The expense will be removed from the list and you will also get a notification saying Expense removed successfully!

Submitting an expense report

Submitting an expense report in THAREJA is simple. Follow these steps:

STEP 1. Click Expenses in the left-side navigation bar to open expense listing.

STEP 2. Now open the report you want to submit by clicking the View Report option in the Actions menu of the report.

The report detail page will open with all expenses listed inside the report. Now in order to submit the report, click Submit Report button.

Submit Report popup will open next. You can edit the report name here and choose who you want to submit the report to. Once you are done with all the fields, click Submit Report and your report will be submitted.

Approving an expense report

Note: Only the team owner and manager can approve an expense report in THAREJA and only a submitted report can be approved.

STEP 1. Go to Expenses from the left side navigation bar to open the expense listing. 

STEP 2. Now go to the Expenses Reports tab and click anywhere on a submitted report to open it.

STEP 3. The report detail page will open next. Now in order to approve the report, click Approve Report button.

STEP 4. Next you will get a confirmation popup, click OK to confirm and the report will be approved.

Reimburse an expense 

Note: Only the team owner and manager can reimburse the expenses in THAREJA and only an approved expense report can be reimbursed.

When you have already approved an expense report and now you want to reimburse the amount, it's easy to do it by following the steps below:

STEP 1. Go to Expenses from the left side navigation bar to open the expense listing. 

STEP 2. Now go to the Amount Owed tab, here you will see a list of all the approved reports which only need to be reimbursed. Click anywhere on the report to open it.

STEP 3. Once you open the report you will get these buttons to make the payment. Just click the button with the payment gateway of your choice.

STEP 4. A popup will appear to confirm the amount and payee. Just click the payment button and next follow the interface of your payment gateway to make the payment.

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