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Training Webinar: Tracking Project and Employee-Reimbursable Expenses

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Originally presented August 2015. Watch the recording here: https://www.youtube.com/watch?v=rUP0uikyfMs

Learn more about tracking your project and employee-reimbursable expenses in Journyx during this training session.

We cover the following components of the expense tracking process:

Setting up expense entry screens and assigning them to employees
Creating conversion rates for tracking mileage and different currencies
Entering expenses and mileage as an employee
Using credit card statements to create an expense report
Approving employee expenses

Presenter: Meredith Zachritz, Director of Product Management, Journyx Inc.

Published in: Software
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Training Webinar: Tracking Project and Employee-Reimbursable Expenses

  1. 1. Copyright 2011
  2. 2. Copyright 2011 Training Agenda 1. Expense Usage Overview 2. Setting Up Expense Entry Screens 3. Giving Users Access 4. Entering and Submitting Expenses 5. Conversion Options and Reporting 6. Q & A
  3. 3. Copyright 2011 Expense Tracking Use Cases • Tracking project-based expenses with project work • Employees already have access • Employees already have correct data • Ability to see total project cost in one place • Includes direct project costs, as well as labor costs • Includes conversion to home currency • Reimbursable employee expenses • No need to keep track of paper • Mobile entry for travel-related filing
  4. 4. Copyright 2011 Expense Tracking Demonstration 1. Setting up expense entry screens ConfigurationEntry ScreensExpense 2. Setting up mileage for expense entry screen ManagementEntry ColumnsExpense Codes ConfigurationConversionsMileage Expense Conversions 3. Giving users access to expense entry ConfigurationRoles + ManagementUsers
  5. 5. Copyright 2011 Expense Tracking Demonstration 1. Setting up expense entry screens 2. Setting up mileage for expense entry screen 3. Giving users access to expense entry 4. Entering expenses and mileage 5. Adding attachments and credit card records 6. Submitting expenses for approval and review
  6. 6. Copyright 2011 Expense Tracking Demonstration 1. Setting up expense entry screens 2. Setting up mileage for expense entry screen 3. Giving users access to expense entry 4. Entering expenses and mileage 5. Adding attachments and credit card records 6. Submitting expenses for approval and review 7. Setting up currency and mileage conversions ConfigurationConversions 8. Reporting on expense amounts 9. Tracking expenses on mobile devices
  7. 7. Copyright 2011 Expense Tracking Conclusion Questions?

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