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Tutorial: Enabling Expense Claims & Adding Staff Allowances

Matthew Peacock avatar
Written by Matthew Peacock
Updated over a week ago

Before we can start using Drum's Expense Claims feature we must first enable it in Settings. This tutorial will guide you thought the simple process.

💡 Already enabled the Expense Claims feature? You can go directly to the Expense Claim Items tutorial or Expense Claim Allowances tutorial.

Step 1: Enabling Expense Claims

  1. Open the dropdown menu by clicking on your profile image or initials

  2. Click on Settings

  3. Click on Features under the FUNDAMENTAL DATA heading

  4. Click on the toggle next to Enable 'Expense Claims' functionality for projects

Step 2: Creating Staff Allowances

  1. Click on Staff Allowances under the FUNDAMENTAL DATA heading

  2. You can see exisiting Staff Allowances listed here

  3. Click 'Create New Staff Allowance' to add a new Staff Allowance

  4. Enter a Name e.g. Travel per kilometer

  5. Ener an optional Description

  6. Enter the Unit of measurement e.g. km

  7. Enter the Rate e.g. $1.25

  8. Select a Finance Account

  9. Set the Status as Active

  10. Optionally set this staff allowance as the Default

  11. Click Save Staff Allowance to finish.

These staff allowances will now appear as valid allowance options for staff in the expense claim system.

Related Articles
Expense Claims: Set up
Managing Expense Claims in Drum
Tutorial: Create and manage Expense Claims & Expense Claim Items
Tutorial: Creating & Managing Progress Claims
Tutorial: Create and manage Expense Claim Allowances
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