Expenses

BEFORE YOU BEGIN  This feature may be hidden in your Autotask instance because it is not activated. If so, you can activate it on the > Admin > Admin Categories > Activations page. Refer to Activations.

About Autotask expense reports

In almost any business, employees occasionally incur expenses that must be reimbursed by the organization. There is certainly no shortage of tools to assist you with this.

Autotask also includes an expense tracking tool.

Topics

To learn about expense reporting in Autotask, review the following topics:

All users

Searching and managing expense reports

This topic shows you how to find and manage expense reports.

Adding and managing expense reports

This topic shows you how to create expense reports and manage your existing expense reports.

Supervisors

Approving or rejecting expense reports

If you're an expense report approvers, you'll want to know how you can approve or reject the expense reports submitted to you.

Finding a report on expense reports

This is where you'll find reports on Expense reports.

Admins

Configuring expense reporting

Learn how to add expense report approvers and expense categories.