Submit expenses and review the budget

Platform: ResiCRM · For: Sales, Executive Director, Regional Sales Director, Organization Admin

Budget & Expenses tracks community spending. Find it under Operations.

Submit an expense

1. Choose New expense.
2. Pick the community, category and Expense date.
3. Enter Amount (USD), Payee / vendor and Payment method.
4. Add a description.
5. Add Attribution links if it relates to a Lead source, Marketing event, Referral partner, Prospect or Resident.
6. Attach a Receipt. It can be a PDF, JPG, PNG or WebP under 10 MB.
7. Choose Save expense.

Your expense is sent for review. Track it under My expenses. If it is returned, edit it and choose Resubmit expense.

Review as a leader

1. Pick the Month and community.
2. Open Budget vs actual to compare spending. Tick Include submitted to add pending expenses.
3. Open Expenses.
4. Choose Approve, Return, Mark reimbursed or Void.
5. Open Bookkeeping for payments, refunds and expenses by month.

Good to know

• Actual spending counts approved and reimbursed expenses.
• Choose CSV or Print monthly summary to share results.
• Some leaders also see Budget planning and Categories & reconciliation.
• In Budget planning, choose Save draft or Approve budget.
• Sales counselors see Monthly budget remaining.

If something goes wrong

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.