Confirm Expenses

Overview

This workflow can be used to update and confirm Expense Sheets.

93KB

Confirm Expenses.pdf

pdf

Expense Sheet Inbox

• All expense sheets in status Preliminary will be visible in the inbox

Expense Sheet Overview

• Overview of the complete Expense Sheet

• Edit purpose and dates for Expense Sheet header

• Edit expenses, credit card expenses and mileage

• Gross amount, total amount in company currency

• Compensations will show the net amount for compensations on the Expense Sheet

• Reimbursable, amount to be paid to the employee

• Confirm Expense Sheet

• When the Expense Sheet is confirmed a new PDF document with all receipts will be created and connected to the Expense Sheet header

Expense Sheet – Edit Expense

• Edit expense details in data grid

• Delete expense

Expense Sheet – Edit Credit Card Expense

• Edit credit card expense details in data grid

• Delete expense

Expense Sheet - Edit Mileage

• Edit mileage in data grid

• Delete mileage