Set Up the Expense Workflow

• How to Set Up an Expenses Approval Chain

  Use the Approval Levels feature to define automated, multi-step approval chains based on PO value, department, or user roles. This ensures purchase orders are reviewed by the right people without manual handovers — saving time and increasing control. This guide shows you how to configure the chain, assign approvers, and customize workflows for your organization. Video Tutorial Prefer a visual walkthrough? Watch our video tutorial to learn How to Set Up Approval Levels. ${frame}[](Few readers

Create Expense/Petty Cash

• How to Upload Expenses

  The Expenses feature in Digital Purchase Order (DPO) allows you to easily create a Topsheet, capture receipts, validate them, group them together, and submit them for approval—all from your browser or mobile device. Video Tutorial Prefer a visual walkthrough? Watch our video tutorial to learn How to Upload Expenses. Expenses Inbox Overview The Expenses Inbox allows you to create Topsheets and view all submittedFew readers

• How to Scan Receipts with Your Smartphone and Capture Them in DPO

  With the DPO App, you can easily scan and upload receipts using your smartphone. This guide walks you through the process step by step. Step 1: Open the DPO App Open the DPO App on your smartphone. Tap the plus icon (+) in the bottom-right corner. Select “Upload Receipts”. Step 2: Scan or Upload Receipts You have two options for adding your rFew readers

Review and Submit Expenses/Petty Cash for Approval

• Managing Expenses and Topsheets

  In Expenses, you can view all newly created Topsheets that need to be validated, checked, and sent for approval, as well as all existing Topsheets. Before getting started, make sure your Expense approval workflow is configured correctly — find the instructions here. Video Tutorial Prefer a visual walkthrough? Watch our video tutorial to learn How to Review Expenses. ${frame}[Few readers

• Marking Topsheets as "Paid"

  The payment status shows whether a Topsheet has already been paid or is still open. You can mark a Topsheet as “Paid” and optionally enter the actual payment date. This helps keep payment information up to date and gives users a clear overview of which Topsheets have already been paid. How to Mark a Topsheet as Paid Go to Expenses and locate the relevant Topsheet. Click the dollar icon ($) next to the Topsheet to mark it as paid. The payment status willFew readers

• How to Use Filter Options for Expenses

  Filtering Expenses The Expenses Overview provides several filters and search options to help you quickly find and review the relevant Topsheets. Expense Filters Use the filters on the left to narrow down the displayed expenses: For Review – Displays expenses that still need to be reviewed, validated, and sent into the approval workflow. My Expenses – Displays expenses associated with the logged-in user. All Expenses – Displays all expenses available to the useFew readers