Processing Approved Expenditures
1Stop helps automate the creation, approval, and processing of all business expenditures—ensuring proper controls, supporting receipts, and accurate classification for each expense. This article walks you through the step-by-step process of completing the Expenditure workflow and making sure each expense is added to your accounting system.
Quick Tip
1Stop can integrate with your accounting system to eliminate double entry for expenditures. For more information, reach out to your 1Stop representative.
Follow the steps below to process Approved Expenditure records:
1. Navigate to the Expenditures module.
2. Click on the "3. Approved" Custom View to see all Expenditures that have been approved but still need to be processed.
3. Click on the Expenditure you want to process.
4. Review the full record to ensure all receipts are attached, totals match, and all relevant fields are properly completed:
4a. Confirm that the receipt(s) are attached.
4b. Confirm the Transaction Date in the Expenditure Information section matches the receipt date or the month of the employee expense report.
4c. Confirm the Total Expenditures field in the Expenditure Entry Form section matches the total from the attached receipt(s).
4d. Ensure the Expenditure Type is correct, and that the corresponding fields are completed based on the selected type:
- Credit Card or ACH - Merchant
- Vendor Bill - Vendor Name
- Expense Report - Employee Name
5. Once all items in Step 4 are confirmed, enter the Vendor Bill, Credit Card Charge, or Employee Expense Report into your accounting system (if it's not fully integrated). After entering it, click the Process in Accounting Transition button. A pop-up box will appear.
6. Copy the URL link from the expenditure entry in your accounting system, paste it into the Accounting URL field box, then click Save.
7. After saving, the Expenditure process is complete. The Blueprint will no longer be visible, and the Expenditure will move to the Processed stage.
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