Expense Entry

The Managed Service Provider must assign a resource as an Expense Submitter first. Please reach out to the MSP Team for assistance if needed

1. Log in to dotStaff
2. Navigate to Time/Projects
3. Select Add Expense
4. Use the Calendar Icon to select the day of the expense
5. Use the dropdown to select the Resource you wish to enter an expense for
6. Use the dropdown to select the Project you wish to enter an expense for
7. Use the dropdown to select the Project Category for the expense. This is the type of expense
8. Type a Description (if applicable)
9. Click Browse to upload any attachments 

Use the Expense Items section to itemize the expense and provide the amount of each expense

10. Select the Date of the expense
11. Use the dropdown to select the Type of expense
12. Type the Amount of the expense
13. Click Browse to upload any attachments

Continue adding additional expense items by clicking Add Expense and following steps 10-13

14. Click Submit for Approval
15. A success message appears. Click OK