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Related module:
Eurécia allows you to group several expense types for expense reports in order to:
- Set up a shared ceiling
- Control guests
Note: the same expense type can belong to multiple groupings. A grouping can combine expense types from several expense report profiles.
In this article, we will show you how to do it 😉!
Estimated reading time: 2 minutes
In this article:
Create or edit a grouping
Access: New Admin area > Expense reports > Open Regroupements & plafonds communs
- Duplicate an existing grouping by clicking on the three dots or on 'Ajouter' to create one
General information
- Enter the name of the grouping: it is visible to users and should reflect its purpose
- Enter a code: it is useful for data imports
- Define the expense types concerned by the grouping and the associated profile by clicking 'Ajouter un type de dépense'.
- Check the box 'Regroupement pour bloquer la saisie de dépenses similaires et les invitations réciproques dans les dépenses ' to block reciprocal invitations on expenses that may be similar (meals, restaurant, brunch, cocktail, entertainment evening...)
Shared ceiling
This section allows you to define a shared ceiling for the selected expense types in order to limit the reimbursement on the total of several expense types.
The ceiling is applied to the different expenses in the grouping: it is then also displayed in each of the concerned expenses.
The ceiling table allows you to define several types of ceilings:
- Per day: it applies to the sum of expenses incurred over the day
- Per week: it applies to the sum of expenses incurred over the week
- Per month: it applies to the sum of expenses of this type incurred over the month
A combination of several types of ceilings is possible (a ceiling per expense and a monthly ceiling for example) - Per year: it applies to the sum of expenses incurred over the year
To add a ceiling to the grouping:
- Click 'Ajouter un plafond'
- Enter the name of the ceiling
- Select the geographical area concerned by the ceiling
- In the Amount box, enter the ceiling amount and select the currency in 'Devise', then the ceiling type: per day, per week, per month, or per year
- In the Début / Fin column, enter the validity dates of the ceiling (only if necessary)
- Add another ceiling of a different type if necessary
- Save the grouping
And there you go, you have just created your expense grouping 😋! Easy, right?
If the grouping is no longer used, click 'Autres actions' then 'Archiver' to archive the grouping.
Keywords: Groupings · ceilings · expenses · business expenses · business expenses · expense grouping · shared ceiling · joint analysis · reciprocal invitations · grouped display
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