Shweta Shetye

Collating expense entries for contract workers – now made easy! When you are working as a contract employee for any organization, reimbursing food, travel and other miscellaneous expenses is a part of the contract. When Michelle took up a contract opportunity at a finance firm, little did she know about the complexities that come with being a contract employee! For starters, Michelle had to submit food and travel expenses, retaining the bills, for every day of her employment, based on which she was compensated at the end of the month. The hassle here was not just retaining those hard copies of the receipts, but also maintaining an excel sheet and noting each detail meticulously. Thankfully, to Michelle’s rescue came a tool that she invested in, known as ManageExpenseSoftware. Through the Expenses feature of the ManageExpenseSoftware software, maintaining receipts and making entries for travel and food separately was a walk in the park. Let’s see how Michelle managed to create expenses using ManageExpenseSoftware. Note: Before you begin, ensure that you have login information for logging into ManageExpenseSoftware.com. Also, you must be using a subscription plan to see all the options related to expenses in the software. 1) Log in to ManageExpenseSoftware.com using your credentials. 2) Click Expenses to view the expenses area. 3) Click the icon to create a single expense. After you click this icon, the following window is displayed. 4) Since Michelle has gas receipts that she wants to claim, she attaches the receipt in the Receipt field. For tracking her entry in the future, she also provides a description, Gas Receipt 4/20/2015. She provides the amount as per the receipt as 34.88$. She also selects the Type as Transportation. 5) Michelle also fill in other details such as payment method, expense sheet name and additional information for easy tracking. Fig 1: Filing first expense 6) Click Save to save the expense. 7) Michelle wants to also add her food expenses to the claim. She follows the same process from step 3 to step 6. Based on her inputs, the following image shows her expense entries. Fig 2: Filing second expense 8) After all the expenses are added, Michelle can now see all her entries on the Expenses page as follows. Fig 3: Viewing the expense list Michelle is quite relieved to find an easier way to document and store all her important claim information digitally. But, what if she needs to send out reports about her expenses along with receipts to the Finance department of the organisation? This report is crucial to the organisation she is working for, since that is the sole proof accepted for claim processing. This is exactly where ManageExpenseSoftware just made Michelle’s life easier! Since she is using the software, all she needs to do is a few simple steps. 1. Click Reports, and then click Expenses with Receipts. Fig 4: Generating Expense with receipts report 2. In the Expense Report page, Michelle selects the date range for which she wants to generate the report. Fig 4: Selecting the date range for report generation 3. Click Go to generate a screenshot of all the expenses that have receipts included. s Fig 6: Viewing the online version of the report 4. Michelle then clicks Show PDF Report to view the PDF format. This is the file that she submits to the Finance department of her organisation. Fig 7: Viewing the PDF version of the report Much of the hassle that any contract position involves is keeping minute details of every single expense made. ManageExpenseSoftware saves Michelle valuable time that she can now spend on other leisurely activities. Michelle is really happy to have time to look after her personal commitments. Another thing that excites her is ease and hassle free approach to expense filing. She no longer spends hours cataloguing each and every bill. Michelle can access all her past receipts and reports at a click of a button and that thought itself makes her ecstatic!