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.
Troubleshooting Common Issues
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.