Introduction

Creating an expense is an essential task for managing your business finances effectively. This guide will walk you through the process of creating an expense in the Merchant Dashboard, and ensure you can accurately track and manage your business expenditures. By following these steps, you'll be able to maintain a clear record of your expenses, which is crucial for budgeting, tax purposes, and overall financial health.

Let’s dive in!

To begin

1. Log into the Duplo Dashboard
2. Before successfully creating an expense, you should have already set up expense categories and recipients.
   1. Click here to learn how to create an Expense Category
   2. Click here to learn how to create a  Recipient.
      1. Recipients can still be created when creating an expense account by clicking on “add a new vendor” as shown below:
         
         
         
3. Once you have done the above, click on the Expenses menu and select My Expenses
4. Click on Create New Expenses
5. Fill in all the required information and click save as shown below:
   You have successfully created an expense. Learn how to add your saved expenses to a batch by clicking here.

Frequently Asked Questions

• How do I raise my expense as a reimbursement?
  • While raising an expense, after inputting all the required details, you will see a box to tick claim reimbursement, tick it. To learn how reimbursement works click here.
• What does saving to a batch mean?
  • Saving to a batch allows you to group related expenses together for easier management. This feature:
    • Combines multiple expenses into a single batch
    • Enables you to submit several expenses for approval at once
    • Makes the expense review process more efficient
    • To learn how to create and manage batches, click here.