In order to add expenses for reimbursements to properties you are currently working on, you will need to first log into your Aspen iAgent® account here:
Once you are logged in you will need to search the property that you are needing expenses paid on. There are two ways to search for the property:
Step 1: Using the search bar at the top of your page
Step 2: Accessing the most recent properties from your dashboard. It houses your last 10 properties accepted
Step 3: Once you have the property pulled up, click on the "Expenses" tab
Step 4: On the left side of your page there is an "Actions" box. Click on the "Add Expenses" option
NOTE: If the vendor is new to your account, you will need to click on the "Add a new Vendor" option next to the "Payee" drop down menu field
Proceed with entering in the required details such as the "Zip Code" and the "Vendor Name" and then click on the "Search" option to locate your new vendor
Step 5: When you have the expense details page open, proceed with entering in all the required fields, making sure to upload your invoices, proof of payments and photos to the expense before clicking on "Submit" to physically submit your expense for processing.
NOTE: All fields with a red asterisk are required and must be filled out
If you need to attach any documents to the expense, scroll down to the section labeled "Required Documents" and click on the "Browse" button. When you have completed the Expense, click "Save" if you just want to save the data and return to it at a later date.
Click on the "Submit" option to submit the expense or you can click on the "Cancel" option to close the task without saving any information.
Once you submit the expense, the status will change from "Submitted for Payment" or "Approved" status. If the status of the expense reads "Pending" that means it was not successfully submitted for payment and the client has not received it so this expense does require action to complete.
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