The management and administration of an organization's expenses is vital to keep track of its gains and losses and an integral part of managing expenses is the management of expense reports.
The Expense module in PSA has an automated expense tracking and reporting feature that helps you keep an eye on the costs associated with different types of expenses. This allows you to easily manage expense reports and address any issues related to submitting, approving, and reimbursing expenses.
Before using Expense Reports, you must first define some preferences such as:
- How often users can create Expense Reports?
- When creating a report, what options should the system display?
- Who should the system notify when someone submits or creates a report?
For further details refer to: