Expense Entry

This article will help you navigate through the features and functionalities of Expense Entry in BizVue.

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Getting Started with BizVue

1. Log In:

Once you log in, you will be directed to the BizVue home page. The home page displays a dashboard that gives you an overview of the app’s core features. The navigation menu is located on the left side of the screen.

2. Access Expense Entry:

• Click on Time & Expense Entry in the left navigation bar.
  
  
• On the Time & Expense Entry page, click on Expense at the top left, and then + Add Expense on the right side of the page.
  
  

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Steps to Add an Expense Entry in BizVue

1. Select Account or Department

• Are you entering an internal company expense or expensing a client?
• Adding Department time is how you add internal expenses for payroll.
• Adding Account time is how you add client expenses for billing.

2. Select Date of Expense

• Choose the date when the expense occurred.
  
  

3. Add Expense Amount

• Enter the correct expense amount.

4. Select Expense Type

• From the drop-down menu, select the expense type. Most expense types require a receipt, but there are some cases where a receipt may not be required.
  
  

5. Add an Expense Description

• Add a short, detailed description of the expense.
• This description (and the amount) will need to be approved by your supervisor or whoever approves your expenses.

6. Attach a Receipt (if required)

• When you’re finished adding a receipt, click on Add Expense. If Add Expense is grayed out, it’s likely you’re missing a field.
• We’ve finished adding an expense entry in BizVue. To make any changes to an expense entry, you must click on the entry itself on the Time & Expense Page to view the Expense Entry Slide-out. On the slide-out, you can make any edits by clicking on the edit pencil.

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