Originally presented August 2015. Watch the recording here: https://www.youtube.com/watch?v=rUP0uikyfMs
Learn more about tracking your project and employee-reimbursable expenses in Journyx during this training session.
We cover the following components of the expense tracking process:
Setting up expense entry screens and assigning them to employees
Creating conversion rates for tracking mileage and different currencies
Entering expenses and mileage as an employee
Using credit card statements to create an expense report
Approving employee expenses
Presenter: Meredith Zachritz, Director of Product Management, Journyx Inc.
2. Copyright 2011
Training Agenda
1. Expense Usage Overview
2. Setting Up Expense Entry Screens
3. Giving Users Access
4. Entering and Submitting Expenses
5. Conversion Options and Reporting
6. Q & A
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Expense Tracking Use Cases
• Tracking project-based expenses with project work
• Employees already have access
• Employees already have correct data
• Ability to see total project cost in one place
• Includes direct project costs, as well as labor costs
• Includes conversion to home currency
• Reimbursable employee expenses
• No need to keep track of paper
• Mobile entry for travel-related filing
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Expense Tracking Demonstration
1. Setting up expense entry screens
ConfigurationEntry ScreensExpense
2. Setting up mileage for expense entry screen
ManagementEntry ColumnsExpense Codes
ConfigurationConversionsMileage Expense Conversions
3. Giving users access to expense entry
ConfigurationRoles + ManagementUsers
5. Copyright 2011
Expense Tracking Demonstration
1. Setting up expense entry screens
2. Setting up mileage for expense entry screen
3. Giving users access to expense entry
4. Entering expenses and mileage
5. Adding attachments and credit card records
6. Submitting expenses for approval and review
6. Copyright 2011
Expense Tracking Demonstration
1. Setting up expense entry screens
2. Setting up mileage for expense entry screen
3. Giving users access to expense entry
4. Entering expenses and mileage
5. Adding attachments and credit card records
6. Submitting expenses for approval and review
7. Setting up currency and mileage conversions
ConfigurationConversions
8. Reporting on expense amounts
9. Tracking expenses on mobile devices