The Managed Service Provider must assign a resource as an Expense Submitter first. Please reach out to the MSP Team for assistance if needed
- Login to dotStaff
- Navigate to Time/Projects
- Select Add Expense
- Use the Calendar Icon to select the date of the expense
- Use the dropdown to select the Resource you wish to enter an expense for
- Use the dropdown to select the Project you wish to enter an expense for
- Use the dropdown to select the Project Category for the expense. This is the type of expense
- Type a Description (if applicable)
- Click Browse to upload any attachments
Use the Expense Items section to itemize expenses and provide the amount of each expense
- Select the Date of the expense
- Use the dropdown to select the Expense Type
- Type the Amount of the expense
- Click Browse to upload any attachments
Continue adding additional expense items by clicking Add Expense and following steps 10-13
- Click Submit for Approval
- A success message appears. Click OK