EventR Expense Guide

EventR supports two types of expenses: Distance and Standard. Distance expenses are used to record travel, allowing you to track journeys made by car, van, bicycle, or other modes of transport. Standard expenses cover all other types of spending. Together, these options provide a simple and flexible way for users to record and manage their expenses within the app.

To access and use the expense functionality, the following requirements must be met:

1. Premium or Enterprise Access You must be an Premium or Enterprise user. This feature is not available for other tiers.
2. Expense Tracking Enabled The admin setting “Enable expense tracking for users in the EventR App” must be turned on for your organisation.
3. Permissions Granted You must have the “Add Expenses” permission assigned to your user role.

Manage Expenses from Eventr Team App

You can manage your own personal expenses by pressing the Expense icon on the home page.	Expense icon on home page
This takes you to a page displaying a list of your expenses. From here, you can add a new expense using the plus button in the bottom right corner, or view, edit, or delete existing expenses by selecting them from the list.	Expense list page
When an expense is submitted with an image, it is processed by EventR AI to automatically extract relevant details. Once this process is complete, the AI Bobbin will appear on the expense card in the list view. Selecting the expense from the list will take you to the edit page, where the AI-generated information is displayed. You’ll then have the option to update the expense using these suggested details.	Expense card with AI Bobbin AI Expense Review

Manage Expenses on the ECH

To view existing expense submissions for your organisation, navigate to the ECH User Screen and select the User Expenses tab. Here, you’ll see a table displaying all expenses for the currently selected itinerary. From this view, you can update the status of each expense, allowing you to approve or reject submissions as needed.