Workflow Settings (expenses)

Here you can manage the settings for the reporting and receipt workflow. You will also find the Advanced Settings, where you can, for example, define the accounting currency and specify that VAT should not be posted for foreign receipts.

 

Use payment documentation:

Admins are able to mark submitted reports as paid and receive a summary per user for selected reports when “Payment overview” is enabled. In the “Reports” section on the left-hand side, the tab “Paid” appears as the final step after activation. For an Report to appear in this final step, it must be manually marked as “paid.”

Allow administrators to edit reports:

Admins and approvers can edit gross amounts and payment methods in expense reports after they have been submitted. Users can view these changes in the report attachments.

Use verification number:

Enable or disable a control number on receipts. When enabled, each user receives a new number for every expense (before taking a photo), which is then printed on the receipt.

Use single expense:

Allows users to submit an expense without attaching it to a report. The single expense is also sent to the approver and admin.

Use review mode:

Admins have the option to review expense reports either before or after approval and make adjustments before marking them as approved. These reports are available under “Reports” → “Review.”

report number series:

Here, a number series is generated per employee or organization and displayed on the expense report.

 

 

Advanced Settings

If you go to the tab Settings - Expense management - reports workflow - Advanced settings, you will be able to choose this settings: 

Reporting currency - choose the reporting currency on your company. 

Exchange rate adjustment - This setting means that the percentage you add is automatically added or removed when the user creates an expense with another currency.

Maximum number of expenses in report - Enter a value if you want the users for example only submit five expenses per report. 

Do not use tax accounting for abroad purchases - Mark the box if you don't want abroad purchases to use TAX. 

Fail on error when sending reports in bulk - If some report has an error when you going to generate the file, all reports will stopp and the the job will be interrupted.

Don't forget to Save when you are done. 

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