Skip to content
Documentation
Explore guides

For you

Record and track my expenses

Create an expense, attach the receipt, and review the decision. This article is for anyone who records their own expenses.

Contents

Before you begin

You need access to My expenses and a valid category. Your office determines the currency, while each company configures its categories and approval rules.

Create an expense

  1. Open My expenses.
  2. Select New expense.
  3. Enter a name that makes the purchase recognisable.
  4. Choose its category and date.
  5. Add a reference and related task when relevant.
  6. Enter the total amount and the tax included.
  7. Explain the business purpose and attach the receipt.
  8. Save and check the resulting status.

The total must be greater than zero and tax cannot be negative. If the receipt uses a different currency, follow your company's procedure.

Create an expense from a receipt

  1. Open My expenses.
  2. Select New automatic expense.
  3. Upload a PNG, JPEG, or WebP image, or a PDF no larger than 5 MB.
  4. Wait while Talento reads the document.
  5. Correct the category, date, total, tax, and reference.
  6. Save the expense.

Warning

Always check the suggested information. Document extraction helps fill in the form; it does not validate the expense.

Attach supporting documents

Add readable documents that show the supplier, date, description, and amount. Do not upload full payment-card numbers, credentials, or personal information that is not needed.

Check an expense's status

  1. Open My expenses.
  2. Filter by period, category, or status.
  3. Open the expense to review its details, documents, and approval events.
  4. If it was rejected, read the explanation before correcting it or creating another expense.

An approved expense cannot be deleted from the personal area. Ask an administrator for the correct adjustment process if you discover an error later.

Result

The expense appears as pending, approved, or rejected and retains its supporting documents and decision history.

Common problems

  • A category is missing: ask an administrator to review it before choosing another.
  • Automatic document extraction fails: keep the receipt and enter the information manually.
  • The expense is rejected: read the explanation and correct the stated reason.
  • An approved expense contains an error: ask an administrator for the correction process; do not create a duplicate unless instructed.