Expense Reports
Expenses: overview and life of an expense report
Last Updated: 01.11.2026The Expenses module, from entering an expense to its reimbursement and accounting: who does what, where the screens are and the statuses of an expense.
Entering, submitting and tracking an expense
Last Updated: 01.11.2026Enter an expense by hand or by scanning the receipt, submit it for approval, follow your expenses and fix a rejected one.
Declaring mileage and per diem
Last Updated: 01.11.2026Declare a trip made with a personal vehicle, with the distance and amount calculated for you, then a per diem, the flat-rate meal and overnight allowance for a business trip.
Approving expense reports
Last Updated: 01.11.2026Where to find the expense reports and per diems to approve, how to accept, reject or delegate them, when an expense is approved automatically and how the approval workflow is set up.
Reimbursing, analysing and accounting for expenses
Last Updated: 01.11.2026Choose how approved expenses are paid, generate the payment file, pay expenses with the payroll, follow the history, then use the reports and accounting entries.
Configuring the Expenses module
Last Updated: 01.11.2026Set up the Expenses module: reference currency, categories, VAT rates, expense rules, mileage rates, per diem, mandatory fields, automatic thresholds and notifications.
Administering the Expenses module: permissions, notifications, personal data and FAQ
Last Updated: 01.11.2026Summary of the Expenses permissions and their default assignment, notifications and e-mails, traceability, the reading of receipts by AI and the handling of personal data.
