Expenses

Overview

Zone Employee Portal allows for entering expenses with or without receipts attached to them.

The automatic saving feature is not enabled, as the form for entering expenses contains mandatory fields that need to be filled in properly prior to saving any changes.

OCR Feature

Using the OCR feature (Optical Character Recognition), Zone Employee Portal can auto-populate certain fields, such as the total amount, based on the uploaded receipt.

OCR technology is not always 100% accurate. We recommend double-checking the values before saving expenses.

Linking Expenses to Expense Reports

To submit expenses for approval in Zone Employee Portal, they must be linked to an Expense report. It is not possible to submit individual expense items for approval; only expense reports can be submitted.

To learn more, go to Creating Expense reports.

Creating Expense Item - With Receipt

Zone Employee Portal allows for entering expenses with or without a receipt.

1. Upload and attach a receipt

   1. Zone Employee Portal allows for multiple ways of uploading and attaching receipts

2. Double-check auto-populated fields

3. Fill in the rest of the required fields

   1. All mandatory fields are marked with a red asterisk *

4. Click the 'Save' or 'Save and New' button to continue entering a new expense item

Creating Expense Item - Without Receipt

1. Fill in all the required fields

   1. All mandatory fields are marked with a red asterisk *

2. Click the 'Save' or 'Save and New' button to continue entering a new expense item