Expenses (JBX)

Expenses

What are Expenses?

Expenses are costs that are incurred for running a business. They can be incurred on various day-to-day business activities including travel, food, and lodging. Record and claim reimbursements for all the expenses you incur on behalf of your business in the Expenses module.

How does Expenses work? 

When a business expense has been incurred, on corporate card or personal expense, you can upload the receipt or record it in JobBag. Collate all your expenses according to your organisation's requirements as a claim, and submit it to your manager or finance for approval. Your manager or finance will review the claim and choose to approve or reject it. If approved, your claim will be then posted and paid to you. If rejected, your manager or finance will let you know what needs to be fixed up before you resubmit your claim.

For help logging Expenses or creating Claims:

• Expenses and Expense statuses
• Claims and Claim statuses
• User Roles
• Create and submit an expense 
• Create a Claim

Expense statuses

Learn about Expense statuses here →

Need to Approve or Reject claims, add Approvers or delegate approvals? 

• Add Approvers for your Organisation
• Approving and Rejecting Claims
• Delegate approvals 

Approving and Rejecting Claims

All claims need to be checked and approved prior to reimbursement, so that the Organisation allocates costs to the right cost centres.
Depending on your Organisation, you may need a Manager to approve the claim, or send it direct to Finance for approval.
Learn more about Manager's Review of Claims here → 
Learn more about Finance Review of Claims here →

Finance, management and administrators: 

If this is your first time setting up your Organisation for Expenses:  

• User Roles
• Configure Expenses - Settings and Privileges
• Finance Process - Expense Claims
• Configure Manager to Approve Expense Claims 

Option 1:

Finance team in the Organisation checks, approves, posts and pays expense claims.

Option 2:

Managers with Approval privileges checks and approves expense claims. Finance team checks, posts and pays expense claims after they are approved.

What are Claims?

An Expense Claim is a compilation of all the Expenses you have incurred for a project or for a period of time. You will need to create a claim, submit it to your manager or finance team (depending on your Organisation's preference) in order to be reimbursed for your Expenses.
Learn how to create Claims here →

Claim statuses

New more help? 

Please contact support call 02 8115 8090 or email support@jobbag.com