Expenses on a Timecard

After you configure an employee’s profile with the needed permissions, they could enter expenses using the web, mobile app, or a timeclock. As the administrator you could manually add them instead, but you can also add supervisors to your account and give them timecard edit permissions so they can perform this function.

Notes:

• You must enable/configure the expenses feature for your account before attempting the steps below. 
• If needed, these settings can be modified at the employee-level.
• Reporting on this feature can be displayed on the Expense report.
• 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 add an expense to a timecard:

1. Log in to the uAttend cloud portal with an administrator or supervisor (with permissions) profile.
2. Click the Timecards tab.
3. By default, the current pay period will be displayed.Click the Arrows around the date range or click on the date range and select a pay period from the list to display the timecard data from different pay periods.
4. Click on the name of an employee from the list or use the click search icon toward the upper right corner to find a specific employee. 
5. Click the ADD EXPENSE button.
6. Click the drop-down menu and select the intended Code from the list for this expense.
7. Enter the Date for this expense.
8. Enter the Amount for this expense, along with an optional note.  
9. Click one of the SAVE button options (listed below).
   • Save and Next
   • Save and Close
10. Click the E (expenses) icon on the line for the date an expense was added to view, edit, or delete the expense on the timecard.