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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Submit an expense report

Attach receipts and route expenses for reimbursement or client billing.

Expense reports support mileage, attachments, and billable flags per line.

  1. 1

    Open Expense Reports

    Create a new report for the pay period.

  2. 2

    Add line items

    Enter date, vendor, amount, project, and upload receipt images.

  3. 3

    Submit for approval

    Workflow or manager approval posts approved amounts to project budgets.

← Approve timesheets