Creating an Expense

Use the following instructions to create or modify an expense for your employees.

Watch the video tutorial here:

Step-by-step instructions:

1. To Create an expense, choose Time & Expenses from the left sidebar, and click Add Expense.
2. Select the worker from the dropdown menu.
3. Adjust the period start and end dates for the expense.
4. Click Add Item.
5. Enter the expense date, cost, and a description of the expense. 
6. You will also need to determine if this expense is taxable compensation. If taxable compensation is checked, this item is considered compensation-related, and taxes should be applied. If this expense is considered a 'pass through' expense, such as reimbursement for items already taxed, uncheck this box when creating your expense template.
7.  Note that if you select an expense template from the dropdown menu, those details will auto-populate.
8. If you need to edit an expense item, click the edit icon to make changes or click the trash can icon to delete.
9. Once you have completed these tasks, click Add Expense at the bottom of the page.

If you need any additional assistance with adding an expense, please reach out to SimpleVMS Support at 888-255-8918 ext.2 or support@simplevms.com