How to Submit and Manage Expenses in the Remote People Platform
Managing expenses in the Remote People platform is straightforward. This guide provides step-by-step instructions for submitting expenses and troubleshooting common issues.
Submitting an Expense
To submit an expense in the Remote People platform, follow these steps:
Navigate to the Expenses section in the left panel.
Click New Expense.
Fill in the required details, including: - Expense description - Amount - Currency - Category
Upload your receipt(s).
Choose one of the following options: - Click Submit to send the expense for approval. - Click Save to complete the submission later.
Adding Multiple Items to an Expense Report
If you need to include multiple items in a single report (e.g., expenses for multiple days):
Open the expense report.
Click Add Expense + to include additional items.
Once all items are added, click Submit to finalize the report.
General Browser Troubleshooting Steps
Clear Browser Cache and Cookies: Clear your browser's cache and cookies, then try accessing the platform again. If possible, attempt this from a different device.
Switch Browsers: Use a different web browser to see if the issue persists.
Use Incognito/Private Browsing Mode: Open an incognito or private browsing window and log in to the platform.
Use a Desktop or Laptop: For best results, access the platform using a desktop or laptop rather than a mobile device.
Document Upload Issues
Provide Alternative Descriptions: Submit the expense under "My Payments" (select "Milestone") and use the description field to:
Indicate where the file can be found (e.g., attached or located in the Timesheet page for reference), or
Provide a clear breakdown of the expense amounts so the approver has all necessary details.
Convert and Upload Files: If you cannot upload an Excel file, convert each sheet to PDF, place them in a ZIP archive, and upload the ZIP file. This ensures compatibility with the platform while preserving the information.
The troubleshooting section covers multiple types of issues, including login/access problems, browser-related issues, and document upload challenges. If you do not see the Expenses section or the New Expense option in your account, ensure the following:
You are logged in with the email address registered to your Remote People account. Using a different email may restrict access to certain features.
Log out and sign back in with the correct email address, then check the Expenses section again.
Additional Tips
Always double-check the details and receipts before submitting an expense to avoid delays in approval.
Use the Save option if you need more time to gather all necessary information for your expense report.
Ensure your internet connection is stable before attempting to upload files or submit reports.
If the issue persists after trying these steps, contact Remote People support for further assistance.