How to track and manage your expenses

Felicia -

You can easily track any expenses you incur, including your mileage, on Snapdocs. To add, delete, or edit an expense, please take a look at the following instructions. Learn more about mileage here.

Note: Your expenses and mileage are for your personal use only. Companies cannot see your expenses for a signing, which means that they will not be reimbursed.

Screen_Shot_2017-07-03_at_10.36.07_AM.png

 

How to Add an Expense From the Order Page 

1. Login to your account and click on an order on your dashboard that you'd like to add an expense for.

2. Scroll down until you see a "My Expenses" box on the right. Click "Add" or "Add expense for this signing" to add an expense. If you'd like to add mileage to an order, click the "add now" link instead. (Please note that while Snapdocs automatically calculates mileage for you, mileage isn't calculated until the signing has been completed.)

 

3. You should see a field to enter the name of your expense and another field for how much the expense cost. Once you're done entering the information, click "Ok" to save it. 

4. To edit an expense or the mileage, just click on the gray pencil icon

 

How to Add an Expense From the Accounting Page

1. Login to your account, go to your Accounting page, and click on the Expenses tab. 

 

2. Click on the "Add Expense" button to add in an expense that isn't tied to a signing. If you'd like to add an expense that you incurred for a specific signing, click the "Add" button next to the signing you'd like to add an expense for instead. 

 

3. You should then see the following fields appear. If you've changed your mind and don't want to add an expense, just click the "x" on the right side.

4. Fill in the fields with the expense that you would like to add. Click "Ok" once you're done. Don't worry - you can always go back and edit your expenses at any time.

5. If you've successfully added the expense, it should appear at the top of the list.

6. If you refresh the page or go to another page and then come back to your Expenses page, you should see that the added expense is now listed among your other expenses based on its date.

 

How to Edit or Remove an Added Expense

Please note that only expenses that you've manually added in can be removed. Your mileage is automatically calculated and added to your expenses.  

1. Login to your account, go to your Accounting page, and click on the Expenses tab. 

2. Click on the pencil icon next to the dollar amount to edit the expense that was added. Click on the garbage can icon on the right to delete the expense that was added.

 

How to Download a History of Your Expenses

1. To download a history of all your expenses, login to your account, go to your Accounting page, and click on the Expenses tab. Once you're on your Expenses tab, click on the "Download all" button.

 

2. If you don't want an entire history of all your expenses, click on "Filter" to select the date range that you'd like to download your expenses for. 

 

3. You should then a "From" field and a "To" field. Click in the empty fields to select the from and to dates that you'd like to see your expenses for. 

 

4. Once you've selected your date range, just click on the "Go" button to filter your expenses by that time period. If you've successfully filtered your expenses, the page should reload and you should only see expenses that were incurred during the time period specified. You can then click on the "Download all" button to download the expenses you filtered by.

 

Related Reading

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.