User
Submit an expense
Manager
Approve expenses
Administrator
Set up the solution
User
Submit an expense
- Create a new expense, either by importing one of your receipts, in which case Business Expenses will read the document and recognize the fields needed (type of expense, amount, etc.), or by manually entering the information via the "Enter without receipt" button.
- Find the newly created expense in the list of expenses pending submission.
- Submit your expense report by clicking on "prepare expense report", then "submit expenses".
Manager
Approve expenses
- In the "Approval" tab, you can approve your employees' expense reports directly, or click on each expense report to check its content (comments, internal guests for meals, etc.). You can refuse a single expense or the whole expense report.
Administrator
Set up the solution
- View all of the features in Lucca Business Expenses: Expense report controls, payment, accounting export, reports, settings, etc.