How to log an expense

Expense Entry is for Personal or Proximity Credit Card Only!

The below steps are for expenses incurred by you personally, or on a Proximity credit card. If you are trying to enter a cost incurred on a project where you have received an invoice to be paid by Proximity, please see On-Charging / Recharging Supplier Invoices to a Project : Apex Support

How to log an expense on desktop

Click on the 'Time and Expense Workspace' tab
Under 'Expense Entry' click on 'New'
Fill in the form
1. Under 'Add Attachments' upload a PDF or image of the tax invoice
2. Under 'Project' select the relevant project - either a client project or a Proximity internal project
3. Under 'Assignment', if you selected a client project, select your assignment. If you selected a Proximity internal project leave this blank.
4. Under 'Expense Date' enter the date that this expense was incurred (should match the tax invoice)
5. Under 'Type' pick the relevant expense type. For Proximity internal projects, this will determine which budget line the expense comes from.
6. Under 'Amount' enter the total amount of the expense in AUD
7. Under 'Description' you may enter a description to describe this expense to the Job Manager, Career & Wellbeing Manager, or Finance team.
8. Tick 'Billable' if this expense should be on-charged to the client for the Project you selected
9. Tick 'Proximity Credit Card Expense' if this expense was incurred on a Proximity credit card
10. At the top of the box, click 'Submit' to submit your expense.

How to log an expense on mobile

Please see How to use the Apex Business mobile app : Apex Support