Add an Expense

Expenses are costs that your employees incur while performing their job duties. These expenses can include travel expenses, meals, accommodation, and other costs that are necessary for the employee to perform their job. Workmax allows you to track and manage these expenses, making it easy to reimburse your employees and keep track of your expenses.

Some expenses may be reimbursable, while others may not be. It's important to have a clear expense policy in place to ensure that employees know what expenses are reimbursable and how to submit them for reimbursement.

Add an Expense

To add an expense in Workmax, follow these steps:

1. Sign in to your "Workmax" account with an admin account.
2. Go to the "Expenses & Benefits" section.
3. Click on the "Add Expense" button.
4. Select the employee who incurred the expense.
5. Enter the expense details.
   • Category
   • Date
   • Amount
   • Description
   • Attachments (Optional)
6. Click on the "Save" button.

Workmax will now add the expense to your account. The expense will be associated with the employee who incurred it and will be available for reimbursement. If you have any questions or need help, please contact Workmax Support.