Expenses
Submit expense requests, attach receipts, and move them through approval — all tracked in one place. Found under Operations → Expense approvals.
Overview
The Approvals page (Operations → Expense approvals) is where your team submits expense requests for review. Every request has a clear status so you always know what's pending, approved, or denied.
Submitting an Expense
- 1
Click "Add Expense"
The button is in the top right of the Approvals page.
- 2
Enter a title and category
Give the expense a short title and pick a category (Food & Beverage, Supplies, Repair & Maintenance, Marketing, Uniforms, Smallwares, Utilities, Equipment, or Other).
- 3
Add the amount and payee
Enter the total amount and who should be paid. Optionally add a description, a rationale/ROI, and a date needed by.
- 4
Attach receipts and submit
Upload receipts or quotes (PNG, JPG, or PDF up to 10MB each), then click "Submit Expense".
Approving & Denying
Open any submitted expense to review the details, attachments, and notes. From there a manager can:
- 1
Approve the expense
Click "Approve Expense" and confirm. The approver and date are recorded.
- 2
Or deny with a reason
Click "Deny Expense" and enter a reason (required). The reason is saved with the request.
- 3
Add notes
Use the notes section to leave comments or questions. Notes and status changes appear in a timeline.
Statuses & Filtering
Filter the list by status tab to focus on what you need:
Submitted
Pending requests waiting for a decision.
Approved
Requests a manager has approved, with approver and date.
Denied
Rejected requests, with the reason for denial shown.
Once an expense is approved or denied, its status is final — no further approval actions are available.
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