Time and Expenses Guide

version: 2026 R1

Time and Expenses
Overview of Time and Expenses Processes
Processing Expense Receipts
Expense Receipts: General Information
Expense Receipts: To Create an Expense Receipt
Expense Receipts: Scanning of Expense Receipts in the Mobile App
Expense Receipts: To Create an Expense Receipt by Using the Acumatica Mobile App
Expense Receipts: Expense Receipt Approval
Expense Receipts: To Approve Expense Receipts
Expense Receipts: Taxes in Expense Receipts
Processing Expense Receipts with Corporate Cards
Expense Receipts with Corporate Cards: General Information
Expense Receipts with Corporate Cards: Implementation Checklist
Expense Receipts with Corporate Cards: To Claim Expenses for a Project
Expense Receipts with Corporate Cards: Generated Transactions
Expense Receipts with Corporate Cards: Bank Reconciliation for a Corporate Card
Expense Receipts with Corporate Cards: To Reconcile Bank Statement
Expense Receipts with Corporate Cards: Related Reports and Forms
Expense Receipts with Corporate Cards: Mass-Processing of Documents
Processing Expense Claims
Expense Claims: General Information
Expense Claims: To Create an Expense Claim
Expense Claims: Taxes in Expense Claims
Expense Claims: To Mass-Generate Expense Claims
Expense Claims: Expense Claims in Different Currencies
Expense Claims: Expense Claim Approval
Expense Claims: To Approve Expense Claims
Expense Claims: Expense Claim Release
Expense Claims: To Release an Expense Claim
Processing Expense Returns to Corporate Cards
Expense Returns to Corporate Cards: General Information
Expense Returns to Corporate Cards: Implementation Checklist
Expense Returns to Corporate Cards: Generated Transactions
Expense Returns with Corporate Cards: To Configure a Corporate Card
Expense Returns with Corporate Cards: To Process an Expense Return to a Corporate Card
Entering Employee Time
Employee Time Entry: General Information
Employee Time Entry: Earning Types
Employee Time Entry: Time Activities
Employee Time Entry: Creation of Time Activities from Project Time Logs
Employee Time Entry: Time Zones in Time Activities
Employee Time Entry: To Create a Time Activity
Employee Time Entry: Time Cards
Employee Time Entry: Time Card Frequencies
Employee Time Entry: To Create a Time Card
Employee Time Entry: Time Card Approval
Employee Time Entry: To Approve a Time Card
Employee Time Entry: Crew Time
Employee Time Entry: To Create a Crew Time Activity
Creating Shift Codes
Shift Codes: General Information
Shift Codes: Implementation Activity

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