Introducing Expenses in Salesforce 🎉
We are happy to announce to you our new Expenses feature available on Salesforce. Now you can easily add expenses submitted by employees and track the process all the way to reimbursement.
You can navigate to the Expenses feature under the compensation menu or as a stand-alone menu on the tab bar. This view shows a detailed breakdown of all total expenses submitted, reimbursed, approved and declined.
It is important to note that to start using the feature you will need to add a list of "Merchants and "Expense categories" under the HR Admin section. This will enable you to easily select from a list of preloaded merchants and categories when adding an expense
We hope you enjoy using this feature. Please feel free to send us your feedback, we'll love to hear from you!