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 +8
64 articles in this collection
Written by Vicky, Sophie Ritter, Bram Troch and 8 others
Expenses

Ways to upload/create expenses/mileages/per diems

Personal: Upload/create expenses/mileages/per diems
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Create a manual expense via the web application

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

Forward via Email

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

Create and submit expenses

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

Create few expenses

Personal: creating/adding few expenses
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Create per diem via web

Personal: create per diem via web
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Upload mileage via web

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

Adding an expense via Webcam

Personal: add expense through Webcam
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Edit an expense

Personal: edit an expense
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Editing multiple expenses

Personal: edit multiple expenses
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Split an Expense

Personal: Split expense
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Add Attendees

Tag your attendees in your expenses via the comment field
Connor Waldron avatar
Written by Connor Waldron
Updated over a week ago

Submit multiple expenses via the web.

Personal: How to submit multiple expenses via the web?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Recall an expense after submitting

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

Unable to submit my expenses

Sophie Ritter avatar
Written by Sophie Ritter
Updated over a week ago

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

Delete an Expense

Delete an expense
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Expenses disappeared from Overview

Personal: Expenses disappeared/missing from Overview
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Status of an Expense

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

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 this week

Expense History

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

Allocate the approver or controller of an expense

Ruben Pelckmans avatar
Written by Ruben Pelckmans
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 over a week ago

Where are my expenses?

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

Rejected Expense

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

Expense & Policy Warnings

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

Modify Exchange Rate

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

Create a Standard Report

Personal/Approver/Controller: Create a custom or standard report
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago