Log & submit expenses

Record what you spent, attach the receipt, group your expenses into a report, and submit the report to your manager for approval. You can enter expenses in the app or email receipts straight in.

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.

Your administrator sets the expense address in the Expenses settings (Settings, then the Expenses section — the incoming-email alias). Emailing receipts in works once your company's email domain is set up on the platform; see Mail administration & deliverability.

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