Expense reports

Hands-on

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

Supporting documents

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

Kilometers expenses

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

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

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