Tutorial: Submit an Expense Without a Receipt
Goal: Claim reimbursement for minor business expenses where obtaining a receipt was not possible or required by policy.
Persona: Sarah Jones (Employee)
While receipts are generally preferred, sometimes you incur small business expenses (like parking meter fees, tolls, or minor cash purchases) where a receipt isn't provided or practical to obtain. Zudello allows you to manually create an expense record for these situations, provided it aligns with your company's expense policy regarding receipt requirements.
This guide covers the process of manually creating an expense record, adding all necessary details and coding, and submitting it as part of a claim.
Steps:
Let's start by creating the expense record manually.