Expense reports

Hands-on

• Create an expense report
• Create an expense report for an employee
• Consult my expense reports
• Approve an expense report
• Expense reports reimbursement

Supporting documents

• Configuration and functioning of probative supporting documents - Video !
• Functioning of automatic receipt recognition (OCR)
• Add a receipt in an expense report
• Export probative supporting documents
• Formats of receipts authorized in the expense reports

Kilometers expenses

• Define the kilometer expense schedule to apply
• Create a specific kilometer expense schedule
• Initialize the number of kilometers traveled since the beginning of the year
• Calculate the traveled distance in kilometers
• Calculate my carbon footprint on business trips

FAQ Expense reports module

• How to interpret amounts in the expense reports?
• How to sort expenses in an expense report?
• How are applied the reimbursement limits?
• What is the exchange rate applied in the expense reports? How to define a default currency?

Data imports/exports

• List of standard expense reports
• Export my expense reports into Excel format
• Export my team expenses report’s in an Excel format
• Export approved expenses to accounting
• Import expenses paid by company cards
• Correct a CSV file containing uninterpreted special character