Prismara ERPHow-to guide
Submit an expense
Submit an expense to be paid back for something you bought for work, or to record a cost that should be billed to a customer.
Before you begin
Section titled “Before you begin”- You need access to Prismara ERP.
- Have a photo or PDF of the receipt.
Submit the expense
Section titled “Submit the expense”-
In Prismara ERP, select Expenses > New expense.
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Select Upload receipt and choose the photo or PDF.
Screenshot pendingThe New expense form with the receipt upload area -
Enter the Date, Merchant and Amount, and choose the Currency shown on the receipt.
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Choose a Category, for example Travel – rail.
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Choose the VAT rate shown on the receipt.
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Choose the Project, for example
Contoso – Network refresh. -
Select Recharge to customer if the customer should pay for it. Leave it cleared for internal costs.
Screenshot pendingThe completed expense form with project selected and Recharge to customer ticked -
Select Submit for approval.
Verify
Section titled “Verify”Open Expenses > My expenses. The expense shows Submitted, then Approved or Returned with a comment.