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Expense Tracking – Stop Losing Receipts

Small expenses add up and lost receipts slow everyone down. This section shows you how to quickly log and submit expenses in OrderEZ so you stay organized, compliant, and reimbursed without the paperwork chaos.

Jeffrey Meese avatar
Written by Jeffrey Meese
Updated this week

tl;dr - if you're approved to expense things, your bosses expect it, what they don't want is a shoe box two months later. Use the feature, make finance happy, get paid back.

Don't Make Finance's Life Hard

We know we're supposed to track these things, but we just get busy, lose track of them, and suddenly we're two months behind. We make it super easy to capture those receipts and keep finance as your friend.

How to Expense It?

You can directly add an expense when creating a Team Activity (right in the same flow) or you can add it separately in the Expense Report Section.

Available on the Mobile Apps

Click on Activity -> Click "+" and choose Expense

Was it Worth It?

A nice added benefit is that we track those expenses against your Target Accounts and Customers, so you can see how much you spend tagged to an account and answer the question "Was it worth it?"

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