Day-to-Day Expensing

Your go-to-guide from adding expenses to approving them and creating reports.

Giljan Van De Moortel avatar Vicky avatar
25 articles in this collection
Written by Giljan Van De Moortel and Vicky

Create and submit expenses

Giljan Van De Moortel avatar
Written by Giljan Van De Moortel
Updated over a week ago

Upload receipts to create expenses

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Written by Giljan Van De Moortel
Updated over a week ago

Create a manual expense

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Written by Giljan Van De Moortel
Updated over a week ago

Create a Mileage Expense

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Written by Giljan Van De Moortel
Updated over a week ago

Creating Per Diems (as user)

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Written by Giljan Van De Moortel
Updated over a week ago

Split an expense

Multiple categories needed for one receipt? Different VAT rates applicable within one expense?
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Written by Vicky
Updated over a week ago

Upload your own transactions

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Written by Vicky
Updated over a week ago

Transactions uploaded for users by Finance

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Written by Vicky
Updated over a week ago

Matching transactions with expenses

Match an expense with a transaction. Reconcile transactions and expenses.
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Written by Vicky
Updated over a week ago

Notification 'no card found' after uploading a statement

How come the automated matching process does not start?
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Written by Vicky
Updated over a week ago

Deleting transactions

You want to delete a transaction? There are transactions that should be removed?
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Written by Vicky
Updated over a week ago

Steps to approve expenses

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Written by Giljan Van De Moortel
Updated over a week ago

Reject reasons

Customise the reject reasons for your company
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Written by Giljan Van De Moortel
Updated this week

Controlling the approved expenses

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Written by Giljan Van De Moortel
Updated over a week ago

Create an Accounting Report

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Written by Giljan Van De Moortel
Updated over a week ago

Manually unreport expenses

How to undo the reported status of your expenses
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Written by Vicky
Updated over a week ago

Use filters to create a standard report

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Written by Giljan Van De Moortel
Updated over a week ago

Status of Expenses

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Written by Giljan Van De Moortel
Updated over a week ago

Duplicate Status

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Written by Giljan Van De Moortel
Updated over a week ago

Potential Duplicates

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Written by Giljan Van De Moortel
Updated over a week ago

Show Reported Expenses

Are you missing expenses in your overview?
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Written by Giljan Van De Moortel
Updated over a week ago

History of an expense

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Written by Giljan Van De Moortel
Updated over a week ago

Recall expenses

Undo your action when submitting expenses.
Vicky avatar
Written by Vicky
Updated over a week ago

Create an advance

How to create an advance as payment method
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Written by Vicky
Updated over a week ago

End or complete an advance

No longer need the advance? Want to finish the advance?
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Written by Vicky
Updated over a week ago