Expenses can be submitted by the contractor and approved by the client directly into the Raise platform.
To submit an expense as a contractor:
The expense tab can be accessed from the left hand menu.
To create an expense click the green '+CREATE EXPENSE' button on the top right of the screen.
A form will pop-up like below:
You will need to input:
Your placement ID/Job Title - this will prepopulate your other placement details
Whether it is Funded or Paid when Paid
After clicking 'create expense', the expense will appear in a draft status in the list of expenses.
Click into the expense ID on the first column (EXP-#######) to access the expense page in draft status.
On the expense page, information such as the amount, date and attachments can be added by clicking the circular '+' button, and a form such as the below will appear.
After filling in the required information, you can click the submit button on the page and that will be emailed to your timesheet approver to approve!
If you encounter any issues when submitting expenses, please email support@raisetech.io