Unleashing the Power of PayExpense
PayExpense User Guide: Mastering Expense Management
This guide equips you with the knowledge to navigate PayExpense efficiently and manage your expense reporting workflow seamlessly. We'll delve into the key features that will help you quickly access functionalities and streamline your expense management experience.
Topbar: Your Expense Management Hub
The topbar serves as your central command center within PayExpense. Here's what you can access:
- Modules: Effortlessly switch between various modules like Policy creation, Dashboard, Checker, Approver, Expense creator, and Settings. This comprehensive suite empowers you to manage the entire expense reporting cycle.
- Search Bar: Locate specific transactions across your organization in a flash. Search by approvals, users, vendors, projects, and more to pinpoint the exact information you need.
- Advanced Search: Take your search capabilities to the next level. Utilize the advanced search feature to define specific criteria and find the information you seek with exceptional efficiency.
- Quick Create: Save valuable time by creating users, departments, travel documents, tags, advances, projects, and customers on the fly. Simply click the "+" icon next to the search bar to access the quick creation menu.
- Manage Organizations: Manage multiple PayExpense organizations with ease. Click on your organization's name near the search bar and select "Manage" to create a new organization or join an existing one.
- Notifications: Stay informed! The Notifications section keeps you updated on your activities and announcements from the PayExpense team. Click "See all notifications" at the bottom to view your notification history.
Policy Making: Crafting Your Reimbursement Guidelines
PayExpense empowers you to create a customized employee reimbursement policy in just a few simple steps. This ensures clear and consistent guidelines for expense submissions within your organization.
Next Steps:
This guide provides a foundational understanding of PayExpense's core functionalities. As you delve deeper into the platform, explore the individual modules in more detail to unlock the full potential of PayExpense and streamline your expense management process.