Expense Reports

Why can't I submit an expense to a specific project?

If a specific project isn't showing up on the project drop-down list on an expense report, verify the following: The date range of the project must be within the date range of the expense report (Example: If the start date of the project is 4/1 and you are entering an expense report for 2/1 - 2...

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I want to export expense reimbursements as bills instead of checks for...

By default, SpringAhead imports checks for employee expense reimbursements but you'd like to import them as bills. SpringConnect allows you to export reimbursable expenses as a bill to a matching vendor in your accounting system as QuickBooks doesn't allow bills to be written out to employees. In m...

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What options do I have for expense reimbursement?

When you export expense reports from Payables, you have several options to import them to QuickBooks. The settings, however, are under the hood and a little difficult for the average user. Here is a guide on how to change your settings for expense reimbursement. These instructions are more for adva...

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How do I set up an Expense Type?

To set up an Expense Type: Click on Settings Click on Expense Type in the left-hand column Click Add Expense Type Type in the Name of the expense (e.g. Mileage) Toggle Yes for Allow Amount if the employee will enter an amount for the expense ...

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How do I add specific expense reports into invoices in QuickBooks?

You can track expenses incurred for specific clients using your expense reports. If you would like to add those expenses to an invoice in Quickbooks, note that we import the expenses as "Billable" into QuickBooks. To add them to an invoice in QuickBooks: In SpringAhead, export the expenses in ...

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How do I fix the issues I have with uploading expense attachments?

If you have an issue uploading expense attachments (reciepts, pdfs, word docs, images, etc), please ensure you have the latest version of Internet Explorer or Firefox or Chrome or Safari. Also ensure that Flash is updated. If you still have issues with the upload, try our flash-less uploader, which...

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How can I customize my expense report memo?

You have the ability to change the memo on checks and bills for expenses (globally or per expense type), giving you more control over expense invoicing. To set the payment memo for all expense reports: Go to Settings, click on My Company Scroll down to Expense (ensure that the feature...

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