Log & submit expenses

This page covers how to record what you spent and send it for approval in EVERJUST Expenses.

Create an expense

1. Open Expenses and click New.
2. Pick the product or category that matches the cost, such as meals or mileage.
3. Enter the amount, the date, and a short description.
4. Attach the receipt. Drag in a photo or PDF, or upload it from your device.
5. Save.

Email receipts in

You can skip the form. Send a photo of the receipt to your company expense address, and EVERJUST creates a draft expense from the email with the receipt attached. Fill in the missing details later.

Group expenses into a report

Submit costs in a report, not one at a time. Select the expenses you want to claim, then create a report. Give it a name like the trip or the month it covers. All the lines and their receipts gather under that one report, and the report shows the total.

Submit for approval

Open the report and click Submit to Manager. The report moves out of draft and goes to your manager. You can still see it, but it locks for editing while it waits. Your manager approves or refuses it next.

Related

• Expenses overview
• Approve & reimburse