Expenses

BEFORE YOU BEGIN  This feature may be hidden in your Autotask instance because it is not activated. If so, you can activate it on the > Admin > Admin Categories > Activations page. Refer to Activations.

About Autotask expense reports

In almost any business, employees occasionally incur expenses that must be reimbursed by the organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site.. There is certainly no shortage of tools to assist you with this.

Autotask also includes an expense tracking tool.

With Autotask expense reports, you can:

  • Configure expense limits and reimbursement rules for the entire organization, a department or an individual
  • Assign expense report approvers
  • Users can track their expenses in Autotask, and either generate a printed expense report or submit expenses electronically
  • Scan receipts and attach them to the expense report electronically, which simplifies expense reporting by remote employees

In addition to these standard features, Autotask lets you:

  • Associate expenses with a customer, and factor them into organization, contract and project profitability
  • Include expenses that can be billed back to the customer on customer invoices, and export them to your accounting software
  • Transfer expense reports to QuickBooks to reimburse your employees
  • If Multi-currency is enabled, users can track their expenses in the currency they were incurred, and Autotask will convert everything into your internal currency for reimbursement.

Topics

To learn about expense reporting in Autotask, review the following topics:

All users

Searching and managing expense reports

This topic shows you how to find and manage expense reports.

Adding and managing expense reports

This topic shows you how to create expense reports and manage your existing expense reports.

Supervisors

Approving or rejecting expense reports

If you're an expense report approvers, you'll want to know how you can approve or reject the expense reports submitted to you.

Finding a report on expense reports

This is where you'll find reports on Expense reports.

Admins

Configuring expense reporting

Learn how to add expense report approvers and expense categories.