Compiled Expense Configuration and Administrator Guide


This compiled guide will show how to configure the Expense Module, as well as system functionalities available to the Administrator. It will also explain what each section of the module can do.


JustExpense module is a mobile expense claim module that allows staff to put up their claims via the JustExpense app or through their login via the desktop.


Categories allow the company to define its own list of expenses that the staff can file a claim for. This is also where you can link JustExpense to Payroll, by defining the pay element that is associated with a specific category.

New Category

The steps in creating a new category are as follows:

Step 1: Click on ifbskldfbfkj.png.

Step 2: Click on iufbslfdbjds.png.

Step 3: Click on dpghdgn.png.

Step 4: This screen will appear. Set accordingly. 


Step 5: Click on  to save the Category. Repeat steps to add more. 

Edit Existing Category

You can edit the categories you have created by doing the following:

Step 1: Click on,df.png icon under the Action column of the category you wish to edit.

Step 2: The category setting will appear. Make the necessary changes.  


Step 5: Click on the dhdhgbcvbvc.png.

Delete Existing Category

You can delete any existing category you have created.

Note: Do not remove any categories that users have previously used as this will prevent you from extracting past records of that same category. You should only disable the category feature instead.

To delete the category, perform the following steps:

Step 1: Click on ifbskldfbfkj.png.

Step 2: Click on iufbslfdbjds.png.

Step 3: Click on the jsbgd.kjgbdf.png icon at the Action column on the category you wish to remove.

Step 4: The system will prompt you to confirm the category deletion.


Step 5: Click on udhgb;dkjfgb.png.

Step 6: The system will display this message when the category is successfully deleted.


Disabling/Enabling Existing Category

If you have a category that cannot be deleted as some employees had previously used them, you can disable this so that users will not see it in the drop-down options.

To disable a category, follow these steps:

Step 1: Go to iufbslfdbjds.png.

Step 2: Click on the hfghfghfg.png icon under the Actions column.

Step 4: The system will prompt you to confirm the disabling of the chosen category.


Step 5: Click on kjsvfskjfbfd.png to proceed.

Step 6: The system will display this message when the category has been successfully disabled.


You can undo the disabling of the category should you decide to reuse the same exact category.

Step 1: Click on sk;fb found at the Actions column.

Step 2: The system will prompt you to confirm the enabling of the chosen category.


Step 3: Click on do;hgod.png to re-enable the category.

Step 4: The system will display the following message upon successful enabling of the category.


Mapping Categories for Reimbursement into the Payroll Module

You can reimburse approved expenses into the Payroll module by mapping each expense category to

the respective pay element on Payroll.

NOTE: Please make sure the pay elements you want to use are already created in Payroll.

Step 1: On the Categories page, put a tick into the option: Transfer to Payroll.


Step 2: In the category list below, click on the,df.png icon under the actions column.


Step 3: A pop-up window will appear. Set the pay element that you want to map to the corresponding expense category.


NOTE: The dropdown options will only show the pay elements that are under the element type Reimbursement. 

Step 4: Click sfg9udspgidugf.png to save your setting. Repeat steps for the other categories.


Currencies allow you to add in different currencies in which your staff might be using to file their expense claim. To configure the currencies, you can do the following:

Step 1: Click on ifbskldfbfkj.png.

Step 2: Click on sods;kjf.png.

Step 3: You can choose whether you want to use the online exchange rate, as well as whether you allow your staff to manually edit the exchange rate.



a. At the initial setup, you will be able to change the Base Currency field. Once an expense has been submitted or has been utilized, the based currency field cannot bechanged anymore.

b. The primary online currency exchange engine used is If the currency being used is not available in the primary currency exchange engine, the alternative is

c. You can allow users to edit the exchange rate if this portion is ticked.

Adding New Currencies

You can add new currency that fits your company requirement. To add new currency/currencies, simply do the following:

Step 1: Click on ifbskldfbfkj.png.

Step 2: Click on sods;kjf.png.

Step 3: Click on jbfsijbfsdjkf.png.

Step 4: Select the currency you want to include.


Step 5: The system will automatically select the currency symbol for you.


Step 6: Click on g[idhgokfnd.png.

Deleting Unused Currencies

You can remove any currencies that your company does not use. Note that the system will validate and will not allow you to delete if the currency has been used.

To delete, please follow the steps below:

Step 1: Click on ifbskldfbfkj.png.

Step 2: Click on sods;kjf.png.

Step 3: Click on the soifgubdgf;d.png at the end of the currency you wish to remove.


Step 4: The system will display a pop-up message to confirm deletion of the currency.


Step 5: Click on the sifuhbdslijfh.png button to confirm the deletion.

Step 6: The system will display the following message upon successful deleting the currency.



Expense fields customization allows the Administrator to set the preferred fields to use in the expense form. You can also set whether the fields should be mandatorily filled in by users or if it’s optional. 

The steps to set up the fields are as follows:

Step 2: Go to  sgdghfgcvb.png.

Step 3: To select a preferred field, click on the pencil icon and add Expense Claims on the box. Click the green disc icon to Save.


To make the field mandatory, add Expense Claims on the provided box and save.



The Transport option will allow users to submit a transport claim based on the distance and mileage rate setup in your account. 

To setup the Transport setting, follow the steps below. 

Step 1: Go to the Transport tab.


Step 2. Tick the box to enable the transport claim option. 


Step 3: Select the default unit in this field, either Kilometer or Mile.


Note: Initially, you will be able to change from kilometer to mile and vice versa. But once the transport claim has been used(submitted) with the default unit set, you will no longer be able to change it.

Step 4: Indicate the default expense categories for the two different transport claims into these fields. Refer to your Configuration settings.


Step 5: You can choose to enable these options to allow users to edit the rate and distance.


NOTE: If any of these options are ticked, users will be able to overwrite the system-calculated rate and distance.

Step 6: Click transport7.png to save yours settings.

Setting Mileage Rates

Step 7: Click transport8.png at the bottom left of the page.

Step 8: A pop-up window will appear where you can indicate the start date, transport type, and rate.


  1. Start Date – default will show the current date. Adjust accordingly.
  2. Transport Type – set for either car or motorbike
  3. Rate - input the rate of the selected transport type, which the system will use for computation 


JustExpense allows you to configure and add new tax requirements, as well as delete taxes that were created.

Add New Taxes

To add in a new tax, perform the following steps:

Step 1: Click on ifbskldfbfkj.png.

Step 2: Click on soufhs;kjfbsdf.png.

Step 3: Click on so;gb;fdg.png .

Step 4: Enter Tax Name at soifghdkfgb.png.

Step 5: Enter Tax Rate at kfbs;kdjfbsd.png.

Step 6: Click on g[idhgokfnd.png to save tax.

Edit Tax Rate

If you made a mistake in keying in the name or the rate, you could easily edit the tax rate by following the steps:

Step 1: Click on ifbskldfbfkj.png.

Step 2: Click on soufhs;kjfbsdf.png.

Step 3: Click on the,df.png at the tax rate that you wish to change.

Step 4: Click on the g[idhgokfnd.png to save change.

Delete Tax Rates

You can delete Tax Rates that you will no longer require.

Step 1: Click on ifbskldfbfkj.png.

Step 2: Click on soufhs;kjfbsdf.png.

Step 3: Click on the 111111111111111111111.png at the Actions column.

Step 4: The system will prompt you to confirm the deletion of the chosen rate.


Step 5: The system will display the following message upon the successful deletion of the rate.



The admin can now manage expenses by projects. 

Create New Project

Step 1: Go to the Projects tab.

Step 2: Click expense3.png on the upper right side of the screen.

Step 3: A pop-up window will appear. Fill in the necessary details.


Step 3: Click Save.

Edit/Disable/Re-enable Project

Once a project has been created, you can easily go in and modify the details.

Step 1: Click the relevant icon under the Actions column.


expense6.PNG - edit

expense7.PNG , expense10.png - disable/re-enable

expense8.PNG - delete

Step 2: When you disable, re-enable or delete a project, a pop-up message will show. Click button to proceed. 


NOTE: Projects can be enabled or disabled whether it has been associated with any submitted expenses or not. Any used project however, cannot be deleted.


Employee Setup

Expense Users

Step 1: Go to hfhfghbfvgb.png.

Step 2: Click on ns;ofnsdlkfd.png.

Step 3: You will see the page below:


Step 4: On the skjifbslk;jfgds.png sub-tab, you can see the list of Expense users and the different roles (submitter, approving officer, Expense Admin or Super Admin) you can assign. 

Step 5: To assign the roles, click on the fields under each column and a dropdown window will appear:


For a user assigned as Approver, an additional field, “Forwarding Officer” will be shown as below. This

will act as the second level of approval. For a two-level approval, you will need to assign

on the forward to field. If left blank, this means that the person assigned to the role as

Approver is the end of the approval process.


Step 6: Once you have assigned to a staff, please click on the kjbkvjbf.png icon to save.

NOTE: If multi-level approval is enabled, the Approver columns will change to Claim for Others.


Refer to the guides here:

To setup the approvers, follow the steps here:

Assign Expense Users

Step 1: The jisbvidjbgffg.pngsub-tab shows the list of staff who are assigned as Expense users.

Step 2: To assign a staff as an Expense user, put a tick under the Expense user column.


Role Setup

On the gidubgdkjfg.png tab, this is where you can see a list of the roles available in your system. This is where you can see a brief description of each role, as well as the tasks that can be performed. You can also create new roles as per your company’s requirements.


Add New Role:

Step 1: Click on osuhfosbfd.png.

Step 2: You will be brought to this page:


➔ Input the Name of the new role

➔ Input a brief description

➔ Indicate the access that this role can have

- View All Reports

- Approve All Reports

- View All Reimbursement Reports

- Reimburse Reports

- Reimburse All Reports

Step 3: Once done click on sfjbs;kjdfbd.png.



This section allows users to view, create and submit expenses, as well as generate reports.

On the Approver’s end, this is where they can see the tasks that are pending their approval.

The Administrator on the other hand, can reimburse the expenses once approved and have it transferred into Payroll, when needed.

The claims section is divided into 4 parts as can be seen in the image below:



On the sgdsfgdfgfgfg.png Tab, this is what you will see:



On the siudspifjbd.png Tab:


Reports Tab – This is where users can view submitted reports and create a report to

compile all the different expenses into one. (This tab is available to all)


On the xvgdfbbbvc.png Tab.


Approvals Tab – This is where approving officers can view, approve, reject any pending

tasks. (This tab is only available to those assigned as the approver role). However, Expense

Administrator and Super Admin can access “All Company” to take action on behalf of the

staff’s Direct Approver.


On the jhfgbnvcb.png Tab.


Reimbursements Tab – This is where the Expense Administrator can view approved reports

and reimburse accordingly – once reimbursed, the expense should show up on the payroll

module of JustLogin. (This is only available to the administrator)

To Reimburse an Expense Claim via Payroll:

Step 1: Put a tick beside the expenses you would like to push into the Payroll Module:


Step 2: Click on sioufbdskjfb.png button in the lower right corner of your screen. Once done, the reimbursed expenses will appear in Payroll.

NOTE: You will be able to see it on Payroll>Payrun Dashboard>Process Claims.


Expense Reports


This section allows you to generate reports for the expenses submitted. There are two different kinds of reports that can be generated:

Expense Reports: Will show the details of the submitted report as well as the status. The search parameters can be based on a period of coverage and/or the status of the expense as well as filter based on a department.

 Admin can also download a PDF copy of the

individual report submitted by clicking on the link under the skjfdsgfm.png column.


If the expense includes a photo and attachments, it will be included in the PDF copy of the report. The attachments can be accessed by clicking the link and there is an option to download the file once you opened it. 


Expense Summary

Expense Summary Report: Will show the expenses incurred as well as the amounts of each,

based on the period of coverage indicated, category, employee name and/or status as well

as the department. This report can be downloaded on an excel file by clicking on the



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