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Staff Expenses
How do I Navigate in Staff Expenses ?
How do I Navigate in Staff Expenses ?
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Written by Support
Updated over a week ago

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.ย 

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