7. PTO and Expenses

User & Administration Guide — Version 1.0.16.0

Guide summary

Submit paid time off and expense reports, then track approval status.

On this page

7.1 PTO Requests
7.2 Expenses

7.1 PTO Requests

Submit and track paid-time-off requests (vacation, sick, personal, other). Approved PTO can link to timesheet entries as non-billable time off.

PTO requests list — PTO — submit and track time-off requests.

7.2 Expenses

Create expense reports with amount, date, category, project, and optional receipt. Submit for approval and reimbursement tracking.

Expenses list — Expenses — track reimbursable spend by status.

Create expense form — New expense — amount, category, project, and receipt attachment.