How to create expense report in THAREJA

Expense reports are important to track the costs of 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!