You will only see customers, contracts and projects you have been assigned to.

If you do not see a specific customer, contract or project please contact your administrator to check that you are correctly assigned. Once assigned you should be able to select the customer from the drop down.

If you still cannot see the customer after being assigned, please open a support ticket.

You can easily add a mileage expense to a matrix.

Simply add a mileage expense claim as normal but select the distance calculation to be calculated by a Location Matrix.

Find a full tutorial of how to add a mileage expense to a matrix here.

Yes, you can assign a timesheet or a mileage expense to both a billable customer and a matrix charge template.

To find out more about assigning to a matrix charge template, please select an option below.

Assigning a timesheet to a matrix

Assigning a mileage expense to a matrix

As your employees input expense claims using the Manage Expenses sub-module within their own Clarity365 account, their requests are automatically sent to you, as an owner or manager, for review.

On the Authorise Expenses sub-module, you will be able to view the request, send a query as to the nature of the request, and either confirm or deny the request.

To view the details and interact with the request, simply expand the individual request, and the details will be shown. For an overview, simply navigate to the Authorise Expenses Summary, where data will be displayed regarding your employees' requests.

Find out more about authorising expense requests here.

At Clarity365 we understand that mistakes can be made. That's why all payments go through several stages of authorisation.

However, if an administration error occurs or payment is no longer necessary, you can reverse payments within the Clarity365 system.

Click here to find out how to reverse an expense.

In Clarity365 the threshold feature allows you to control who has control over the authorisation of your users' expenses.

When setup, thresholds allow for managers to authorise or decline all expenses within a certain monetary limit, regardless of department. For example, if you set a manager to the threshold of £10 to £100 that manager would be able to authorise any expense from any user that you have also placed inside that threshold.

The manager of the department may also authorise payment for the users within their department but thresholds give you more ways to streamline the expense process while limiting the error rate.

For more information on how to use thresholds in Clarity365, please click here.

Cost Centres break down your business into departments that allow you to see where your investment is being spent and where inefficiencies may be.

In Clarity365 by linking expenses to specific cost centres you are able to monitor your outflow and limit any waste in costs.

Cost Centres in Clarity365 are used when you input any expense. You must select the relevant cost centre to submit an expense and therefore just by using Clarity365 you are using cost centres.

For more information cost centres, please click here.

The authorise expenses summary tab shows all expenses, whether they are awaiting authorisation, authorised, queried, declined or paid.

If you are a manager, you will only see expenses for users in your department. If you are an owner or process administrator you will see all the expense data from all users.