Expense reports

Hands-on

• Enter an expense report
• Enter an expense report for a team member
• View and export my expense reports
• Approve expense reports
• Expense reports refund

Supporting documents

• Probative value of your expense report receipts
• Setup and operation of probative value receipts
• How automatic receipt recognition (OCR) works
• Adding a receipt in an expense report
• Download receipts with probative value
• Formats of receipts authorized in the expense reports

Kilometers expenses

• Mileage expenses: Shortest route, multiple stops and home/work deduction, discover the new version!
• Define the mileage rate to apply
• Create a mileage allowance.
• Initialize the number of kilometers traveled since the beginning of the year
• Calculate the mileage distance traveled
• Calculate your carbon footprint during business travel

FAQ Expense reports module

• Expense amounts: how to read them?
• How to sort expenses within an expense report?
• How are reimbursement caps applied?
• What is the exchange rate applied in your expense reports? How to set a default currency?

Data imports/exports

• List of standard expense report reports
• Export my expense reports to Excel format
• Exporting my team's expense reports in Excel format
• Export approved expenses to accounting
• Import expenses paid by company cards
• Fix a CSV file containing uninterpreted special characters