User Guide

List of How-To's for users in Expense platform. Includes details on what users can do with their expense/s.

Vicky avatar Sophie Ritter avatar Bram Troch avatar +6
64 articles in this collection
Written by Vicky, Sophie Ritter, Bram Troch and 6 others
Expenses

Ways to create expenses(Upload receipts, mileage expenses and per diem expenses )

Personal: Upload/create expenses/mileages/per diems
Ronella D avatar
Written by Ronella D
Updated today

Create and submit expenses

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Submit multiple expenses via the web

Personal: How to submit multiple expenses via the web?
Ronella D avatar
Written by Ronella D
Updated today

Create a manual expense via the web application

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Creating and submitting mileage expense via web

Personal: Creating and submitting mileage expense via web
Ronella D avatar
Written by Ronella D
Updated over a week ago

Forward via Email

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Mileage action button and functionality

Mileage action button and functionality
Ronella D avatar
Written by Ronella D
Updated over a week ago

Upload mileage via web

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Create per diem via web

Personal: create per diem via web
Ronella D avatar
Written by Ronella D
Updated over a week ago

Status of an Expense

Different Expense status
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Edit an expense

Personal: edit an expense
Ronella D avatar
Written by Ronella D
Updated today

Editing multiple expenses

Personal: edit multiple expenses
Ronella D avatar
Written by Ronella D
Updated today

Split an Expense

Personal: Split expense
Ronella D avatar
Written by Ronella D
Updated over a week ago

Add Attendees

Tag your attendees in your expenses via the comment field
Katharina avatar
Written by Katharina
Updated today

Modify Exchange Rate

Personal: Exchange rate source and updating exchange rate value
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Delete an Expense

Delete an expense
Ronella D avatar
Written by Ronella D
Updated today

Duplicate Status

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

Potential Duplicates

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

Recall an expense after submitting

Personal: recall expense
Enrica Luntad avatar
Written by Enrica Luntad
Updated today

Where are my expenses?

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Expenses disappeared from Overview

Personal: Expenses disappeared/missing from Overview
Enrica Luntad avatar
Written by Enrica Luntad
Updated today

Show Reported Expenses

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

Expense Flow

Information about: Create, submit, upload, process expenses, expense status, approve and control expenses and the history of an expense
Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated today

Approval and Rejection Flow

Personal: How expenses get approved and rejected
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Expense History

Personal: Expense history workflow
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Rejected Expense

Personal: Rejected expense
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Send an email reminder to the approver.

Personal: How to send an email reminder to the approver?
Ronella D avatar
Written by Ronella D
Updated today

Expense & Policy Warnings

Personal: expense/policy warnings
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago