How Vendor Manager will Upload Expenses

 Vendor manager roles have access to Upload Expenses 

Vendor managers on the Rentlz platform have specific permissions to upload, manage, and edit expense details for completed trips. This guide will walk you through the steps to efficiently upload and edit expenses, ensuring all details are submitted correctly for approval.

Accessing the Expenses Section Initial Steps:

1. Open the Rentlz Platform and log in with your Vendor Manager Role credentials.
2. Navigate to the Invoice and Payment section from the main dashboard menu.
3. Select a Completed Trip for which expenses need to be uploaded.
4. Click on the Expenses option to proceed.

VENDOR MANAGER FLOW

• Access and Initial Steps

• Adding Expenses

• Editing Expenses

Adding Expenses

Step 1: Add Expense Details

• Click on the +Add button located in the Expenses section. A pop-up window will appear for adding expense details.

Step 2: Attach Supporting Documents

• Attach a file (e.g., a soft copy or screenshot of payment receipts) as proof of the expense. Use the Attach File option within the pop-up window.

Step 3: Enter Expense Information

• Select the appropriate Expense Type from the dropdown menu. 
• Enter the Expense Amount in the designated field.
• Provide additional context by adding a Comment or note regarding the expense

Step 4: Save the Expense

• After filling in all the required details, click on the Save button.
• Once the expense is saved, its status will be displayed as Pending Approval.

Step 5: Submit for Approval

• To proceed with the approval process, click on the Submit for Approval button.
• This action will notify the Admin for further review and approval of the submitted expenses.

Editing Expenses

• Open the Rentlz with the Vendor manager role 

• Click on "Invoice and Payment."

Step 1: Edit the expense by clicking on the pencil icon

Step 2: Save the changes made

Step 3: 

Once expenses are saved the status shows as “Pending approval”

Click on Submit for Approval to get approved by the Admin. Submit the data for approval