Staff Expenses in hibooks is a list of the expenses connected with a staff of your organisation (directors and employees), added in the People (Settings>People) section of Settings. Here you can add new expenses, view, edit and pay them. Learn how to manage Staff expenses and how to create a Staff Expense.
How do I View and Filter Expenses ?
To access the page select Staff Expenses from the side bar menu.
hibooks lets you filter staff expenses to All Staff Expenses and Awaiting Payment. You can also view your Drafts. Select one of the tabs at the top of the screen.
Also, you can filter the list by staff person, status, and date. Select Filter to expand and choose the filter you want.
You also can specify a required period by selecting the calendar symbol.
How do I delete Staff Expenses and Mileage Claims ?
You are able to delete fully unpaid expense or mileage in two ways .
Either individually by clicking on the button with three dots of the expense or mileage you want to delete and click on Delete.
Or in bulk by ticking the tickbox at the top left and ticking the expense or mileage you want to delete. Click on the delete button.
Note: you can view Staff Expense section according to your role and permissions (the Roles section) in the system.