How to Track Expenses

ShiftFlow lets you attach expenses to work as it happens. Team members can add an expense from the active shift screen, then managers can review, edit, or export those records later.

Step 1: Open More Actions while clocked in

From the active shift screen, open More Actions and tap Add Expenses.

Working

00:00:03

Checklists

Timeline

Switch Job

Take Break

More Actions

Clock Out

Add Notes

Add Expenses

Add Tip

Add Mileage

Adjust Shift Start Time

Configure Options…

Close

Step 2: Enter the expense details

Add the amount, job code, comment, and any receipt photos, then tap Save.

Step 3: Open Expenses from the home screen

When you want to review saved expenses later, go back to the home screen and tap Expenses.

Step 4: Review saved expenses

Saved expenses appear in the expense center, where you can filter by user or job.

Step 5: Edit, delete, or export later

Open an expense to edit or delete it, or use Export from the list when you need a file for reporting.

Notes

• Receipt photos help keep reimbursements and audits organized.
• Expenses can be tracked even when there is no job code attached to the shift.