Expense sheet

Approval by project managersExpense sheet approval by financial usersLimited daily allowance for expensesEnable expense sheet approval processOnly approved expenses are used for financial calculations.When the Enable expense sheet approval process setting is enabled, users Expense Sheets are submitted for approval by a manager.If left unchecked, once the expense sheet is submitted by the user it will automatically be marked as approved.The default value is 'On'.Expense sheet approval by direct managersNote:Requires that the Enable expense sheet approval process setting be enabled in order for it to take affect.Enabling the Expense sheet approval by direct managers, gives the user's direct manager authorization to approve the user’s Expense Sheets.When this option is not checked (and approval is necessary), either the users' task manager, project manager, or financial user will need to approve the expense sheet. The default value is 'On'.Expense sheet approval by project managersNote:Requires that the Enable expense sheet approval process setting be enabled in order for it to take affect.In order to better manage a project, Clarizen allows Project Managers to approve expense sheets associated to their project, when submitted by users assigned to the project.Checking the Expense sheet approval by project managers setting enables project managers and managers associated to a project to approve Expense Sheets submitted by users assigned to their projects.The default value is 'On'.Expense sheet approval by financial usersNote:Requires that the Enable expense sheet approval process setting be enabled in order for it to take affect.Enabling the Expense sheet approval by financial users setting allows users with

And then click "Undo Submission."The Expense Approver can also choose to reject the Expense Sheet, changing its status to "Rejected," which makes it editable again. For more information on rejecting Expense Sheets, please refer to this guide.Editing an Existing Expense Sheet or Expense ItemIf you realize you need to make a change to an existing Expense Sheet or Expense Item, you can do so as long as the Expense Sheet is "open" or "rejected". Please see above for more information on how to unsubmit an Expense Sheet.Your Expense Sheet Approver can also "reject" the Expense Sheet to allow additional edits. More information on rejecting Expense Sheets can be found here.To edit an Expense Sheet, go to the Expense Sheets row, click the 3 dot menu actions button, and select "Edit Expense Sheet".After you've made your changes, click "Save".To edit a specific Expense Item, expand the Expense Sheet by clicking on the row, and click the pencil icon:After making your changes you can click "Update" at the bottom-right on the panel.

Indicates that the Expense Sheet has not yet been submitted. You can still make edits to an open Expense Sheet.Waiting for Approval: This status indicates that the Expense Sheet has been submitted for approval but has not yet been approved or rejected by the approver. The Expense Sheet is locked and cannot be edited during this time.Approved: This status indicates that the Expense Sheet has been approved by the approver but has not yet been paid. The Expense Sheet is locked and cannot be edited.Approved & Paid: This status indicates that the Expense Sheet has been approved and paid, marking it as complete. The Expense Sheet is locked and cannot be edited.Rejected: This status indicates that the Expense Sheet was rejected by the approver. You can edit and resubmit a rejected Expense Sheet.You can always filter your list of Expense Sheets by status by selecting the status tiles in the upper left corner of the My Expenses page. These tiles show the counts of your Expense Sheets in each status, and the sum of the Total amounts of those sheets.You can find more filtering options by clicking the "Filters" button. Here, you can filter by multiple Expense Sheet statuses, as well as various time statuses, including specific date ranges.Unsubmit Expense SheetIf you submit an Expense Sheet for approval and then need to make edits, you can easily do so. Change the filter to locate Expense Sheets that are "Waiting for Approval." Check the box next to the relevant Expense Sheet

The Expenses module enables your organization to track, submit, and approve expenses for all your projects. This guide covers how to use the Expenses Module in ClickTime's web application. For instructions on tracking expenses via the mobile application, please refer to this guide.Creating Expense SheetsCreating and Attaching Expense ItemsSubmitting for ApprovalUnsubmit an Expense SheetEditing an Existing Expense Sheet or Expense ItemExpense Entry Training VideoCreating Expense SheetsTo create an Expense Sheet, first go to the My Expenses tab. If you are a Manager or Administrator with additional tabs, navigate to Personal > My Expenses.Click on "+ New Expense Sheet" in the upper right corner to get started.This will bring you to the "Create New Expense Sheet" page. Think of an Expense Sheet as a "folder" that neatly organizes all your Expense Items, which are the individual expenses you've incurred. It's a handy way to keep everything together and ensure your expenses are well-documented and easily accessible.The Expense Sheet Title (e.g., "June Expenses") and the Expense Sheet Date (autofilled to the current date) are required fields and must be completed before saving. Additionally, you have the option to include a Tracking ID and a Description of the Expense Sheet if applicable and necessary.Once you have filled out all the fields, click "Save." Upon saving, you'll see an "Expense sheet successfully created" message, and a New Expense Item panel will open from the right side of the screen. This allows you to start adding your individual expense items right away.Creating and Attaching Expense

Where you can see the list of Expense Items in that Expense Sheet.Additionally, clicking "Cancel" will also take you back to the Expense Sheet, where you can see the list of saved Expense Items in that Expense Sheet.Submitting for ApprovalIf your organization is using the Expenses Module in ClickTime, you may need to submit expenses for review and approval. To confirm if you have this ability, look for a button labeled "Submit and Approve" in the upper right corner of the page displaying your Expense Sheet. If you do not see this button, please reach out to a supervisor or ClickTime Administrator to ensure you are assigned an Expense Approver. Additionally, you have the option to submit multiple Expense Sheets at once before clicking "Submit and Approve."This will bring you to the Submitting Expense Sheet for Approval modal.Before submitting, you have the option to leave a comment for your assigned Expense Approver in the comment box.Additionally, you can use the "Email CC" field to notify others of the submission, even if they are not users in your ClickTime account.You also have the option to receive email notifications when your Expense Sheet has been approved and/or paid.Once you are ready, click "Submit." A success message will confirm that your Expense Sheet has been submitted for approval, and your Expense Approver will receive a notification to review it.If you return to the My Expenses page, you will see the list of all your Expense Sheets with their Approval Statuses. Open: This status

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