Overview of Expense

In Zuper, users can easily upload and record expense receipts against a job. This feature enables seamless expense reporting, allowing you to specify whether the expenses are billable to your customer and reimbursable for your team.

Prerequisites:

1. Expense is only available on the V3 Web app. If you are using V2, you can get started with V3 using the link below. Your login credentials will be the same as those for V2:  V3 Live (Production) - https://web.zuperpro.com/login.   
   
2. To enable the Expense for your account, please contact the account admin or email support@zuper.co.

User Roles and Permissions

The actions a user can perform in the Expense feature are determined by their assigned custom roles and permissions. Permissions are set by the admin under Settings > Custom Role > Roles > Job and include:

1. Create Expense
2. Edit Expense
3. Delete Expense
4. View Expense

Admins can customize these permissions to meet organizational needs, ensuring appropriate access for each user role.

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