1. You can create and/or share an expense using any calendar, with the exception of a parenting calendar. Parenting calendars are for parenting schedules and swap day requests only. We specifically created an Expenses & Requests calendar option for users to keep track of expenses and reimbursement requests sent and received if they so choose. If you do not have an Expenses & Requests calendar in your list of calendars (or another type of calendar you’d like to use to track expenses and requests), go to: How do I add an Expenses & Requests calendar? or How do I add a new calendar?
2. Optional, but recommended to get the most out of your AppClose experience: If you have not shared your Expenses & Requests calendar template (or the calendar template you want to use to track expenses and requests) with a connected co-parent or third party, go to: How do I share a calendar? Your calendar entries will be not be shared with a connected co-parent or third party unless you specifically choose to share individual events, appointments, expenses, or requests with that person (requires another step) using that calendar.
If you want to create and/or share an expense with a non-connected co-parent or third party, skip this step. You cannot share a calendar template with a non-connected co-parent or third party.
3. To create and/or share an expense with a connected or non-connected co-parent or third party, proceed to the instructions below.
Option 1:
1. Select the calendar icon.
2. Select the icon (top left corner) and select “All Calendars” or the calendar you use to track expenses and requests (e.g. Expenses & Requests).
3. Select the statistics icon to view your expense tracker.
1. Confirm your statistics screen is set to “EXPENSES”.
2. Click the orange + icon to create and categorize a new expense.
1. Enter the expense amount.
2. Tap the orange arrow to proceed.
1. Select a category for this expense (e.g. Clothing).
*You can create your own categories under “Manage Categories”.
2. Tap the orange arrow to proceed.
1. Select the child or children to whom this expense applies (e.g. Dylan). If this expense does not apply to a child, skip this step.
2. The calendar you chose for this expense should be displayed here (e.g. Expenses & Requests). If it’s not, choose the calendar where you want to record this expense.
3. Optional: If you would like to share this expense with a connected or non-connected co-parent or third party, tap the “Share with” button. Select the name of the person with whom you want to share this expense, and/or select a name from your contacts or enter the email address. You can share this expense with more than one person.
4. Tap the orange arrow to proceed.
1. Add a title and date for this expense.
Optional: Include a memo or attach documentation related to this expense.
2. Click “Create” to save this expense.
To submit an expense for reimbursement, go to: How do I submit an expense for reimbursement?
Option 2:
1. Select the calendar icon.
2. Select the icon.
From your list of calendars, select the “Expenses & Requests” calendar (or the calendar you use to track expenses and reimbursement requests).
Press the orange (+) sign.
Select “Expense”.
1. Enter the expense amount.
2. Tap the orange arrow to proceed.
1. Select a category for this expense (e.g. Clothing).
*You can create your own categories under “Manage Categories”.
2. Tap the orange arrow to proceed.
1. Select the child or children to whom this expense applies (e.g. Dylan). If this expense does not apply to a child, skip this step.
2. The calendar you chose for this expense should be displayed here (e.g. Expenses & Requests). If it’s not, choose the calendar where you want to record this expense.
3. Optional: If you would like to share this expense with a connected or non-connected co-parent or third party, tap the “Share with” button. Select the name of the person with whom you want to share this expense, and/or select a name from your contacts or enter the email address. You can share this expense with more than one person.
4. Tap the orange arrow to proceed.
1. Add a title and date for this expense.
Optional: Include a memo or attach documentation related to this expense.
2. Click “Create” to save this expense.
To submit an expense for reimbursement, go to: How do I submit an expense for reimbursement?
Comments
0 comments
Article is closed for comments.