Expenses at the User Level

This feature, as with many others in uAttend can be enabled or disabled at the user level.

Notes:

• Supervisors can be configured with permissions to view and/or edit employees. Their responsibility can also be limited to certain departments, thereby limiting which employee profiles they can access.
• Expenses must be enabled and expense codes created before the feature can be enabled for employees.
• Expenses can also be manually added to a timecard.
• If your account uses uAttend Payroll, you cannot make changes to expense codes or settings once a pay run has been started. You must wait until you have finished processing the pay run to make any edits or delete the pay run and begin a new one after making the needed edits.
• If your account uses uAttend Payroll, changes made to expenses on a timecard will be updated once the standard pay run has resumed.
• To collect and organize receipts from your team, it is a good practice to develop a standardized form that includes a field for images your staff can use to submit them to you.

To configure an employee to add expenses:

1. Log in to the uAttend cloud portal with an administrator or supervisor (with permissions) profile.
2. Click on the People tab.
3. Click on the name of the intended employee or click the magnifying glass icon in the upper right corner of the window to search for an employee.
4. Click the More tab from the navigation panel on the left.
5. Click the EDIT button in the User Settings section.
6. Click the EDIT button on the line for the Add Expense to System option.  
7. Click the drop-down menu and select YES.
8. Click the SAVE button.