{"id":6706,"date":"2021-04-27T08:13:22","date_gmt":"2021-04-27T08:13:22","guid":{"rendered":"https:\/\/portal.workdo.co\/en\/?post_type=ufaq&#038;p=6706"},"modified":"2022-01-14T07:52:26","modified_gmt":"2022-01-14T07:52:26","slug":"1122","status":"publish","type":"ufaq","link":"https:\/\/portal.workdo.com.cn\/en\/ufaqs\/1122\/","title":{"rendered":"The Expenses tool setup."},"content":{"rendered":"<p><span style=\"color: #aaaaaa;\">FAQ-ID\uff1a1122<\/span><br \/>\nManaging business expenses have never been easier with the Expenses tool!<\/p>\n<p><span>With the help of the Expenses tool, the entire expense management process is digitized, from filing, approving expenses, to reviewing expense records and reimbursement. So the entire process is not only simple, convenient and also environmentally friendly.<\/span><\/p>\n<p>The expenses tool only requires one simple setup, just follow the instructions below and your team can begin a simplified expense filing process in no time.<\/p>\n<p><b><span style=\"color: #0000ff;\">\u2502 Oniline Expense Filing<\/span><\/b><\/p>\n<p><!--more--><\/p>\n<ul>\n<li>Employees \u2502 A single expense report can include multiple expenses, take pictures of receipts and proofs of expenditures, then the expense report can be processed by the accountants forreimbursement.<\/li>\n<li>Managers \u2502 Approve employee expense reports and review team expenditures.<\/li>\n<li>Accountants \u2502 Review all expense report and reimburse employee expenditures.<\/li>\n<\/ul>\n<p>Before you begin, please make sure that you have completed the the setups in <a href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1019\/\">Start WorkDo in 5 steps<\/a> and <a href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\">The HR tool setup<\/a>.<br \/>\n<img loading=\"lazy\" class=\"alignnone size-full wp-image-7160\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2021\/06\/HR.png\" alt=\"\" width=\"1363\" height=\"763\" data-wp-pid=\"7160\"><\/p>\n<p style=\"text-align: center;\">\u2502 Be sure to complete the 4 important settings that are tied to the Expenses tool. \u2502<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-6707\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2021\/04\/4.png\" alt=\"\" width=\"1367\" height=\"767\" data-wp-pid=\"6707\"><\/p>\n<p style=\"text-align: center;\">\u2502 <a id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideErs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">WorkDo Expenses Tool Manual<\/a>&nbsp;\u2502<\/p>\n<p>&nbsp;<br \/>\nYou may configure the settings if you role in the Expenses tool is Accounting.<\/p>\n<div class=\"secondary\">\n<h5>Expenses Tool Setting<\/h5>\n<div class=\"icon\">Plan\uff1a<span class=\"disable\">Free<\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paid<\/a><\/span><\/div>\n<div class=\"icon\">Permission\uff1a<span class=\"disable\">Member<\/span><span class=\"disable\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workplace admin<\/a><\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tool admin<\/a><\/span><\/div>\n<div class=\"icon\">Tool Role\uff1a<span class=\"disable\">Employee<\/span><span class=\"active\">Accounting<\/span><\/div>\n<div class=\"icon\">Interface\uff1a<span class=\"active\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<p>&nbsp;<br \/>\n<b>STEP 1 \u2502 Manage Categories<\/b><br \/>\nUpon tool activation, the default expense categories include travel, transportation, meals, communication and office expense, if your workplace doesn&#8217;t require any other types of expenditures, you are good to go! Else, simply create the required categories for use.<\/p>\n<p>For detailed information and tutorials on how to apply, approve expenses, please refer to the Expense Tool Manual below!<br \/>\n<a id=\"faqs-btn\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideErs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Expenses Tool Manual<\/a><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<div>\n<h5><img src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2018\/07\/ic-price-lightning-yellow-24.png\">Reminder<\/h5>\n<ul>\n<li>The default expense categories provided are commonly used across most workplaces, so at the moment, they cannot be edited or deleted.<\/li>\n<li>Remember to complete the Approver Assignment setting in the <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideHrs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">HR tool<\/a>, as it is an essential part of the Approvals tool.<\/li>\n<\/ul>\n<\/div>\n<div class=\"secondary\">\n<h5>Relevant Questions<\/h5>\n<p><a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why do I have limited tool access?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\" target=\"_blank\" rel=\"noopener noreferrer\">What other HR tool settings are connected to the Expenses tool?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1152\/\" target=\"_blank\" rel=\"noopener noreferrer\">HR Settings for New Employees.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1117\/\" target=\"_blank\" rel=\"noopener noreferrer\">Understand your tool role and what it does.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/features\/#ers\" target=\"_blank\" rel=\"noopener noreferrer\">Expenses tool features.<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>FAQ-ID\uff1a1122 Managing business expenses have never been easier with the Expenses tool! With the help of the Expenses tool, the entire expense management process is digitized, from filing, approving expenses, to reviewing expense records and reimbursement. So the entire process is not only simple, convenient and also environmentally friendly. The expenses tool only requires one<a href=\"https:\/\/portal.workdo.com.cn\/en\/ufaqs\/1122\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[840],"ufaq-tag":[1034,1035,1036,1032,1029],"_links":{"self":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq\/6706"}],"collection":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq"}],"about":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/types\/ufaq"}],"author":[{"embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/comments?post=6706"}],"wp:attachment":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/media?parent=6706"}],"wp:term":[{"taxonomy":"ufaq-category","embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq-category?post=6706"},{"taxonomy":"ufaq-tag","embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq-tag?post=6706"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}