Descriptions of some of the receipts fields to help you add your receipt.
Fields on an expense report
| Reporting person |
You’re considered a reporting person if you submit an expense for yourself. Or you can submit an expense on behalf of someone else by selecting another user. |
| Reporting date | The date of the claim |
| Bank account | The bank account of reimbursement receiver |
| Payment receiver differs | Select if reimbursement should be transferred to some other person |
| Comment | Add a note to an expense claim |
Fields on receipt
| Supplier | Select or enter the name of the place that the receipt came from. |
| Invoice number |
You can enter the invoice number |
| Invoice date | You can enter the date of the receipt |
| Total | The overall total you are claiming from the receipt or bill. |
| Currency | Select currency for the receipt. |
| Exchange rate |
Enter the exchange rate of the day of the purchase |
| Payment method |
If you personally paid a business expense, choose reimbursable. |
| Expense category | Select the account from your chart of accounts that the purchase is to be assigned to. |
|
Partial |
Tick the box, if the receipt includes partially reimbursable costs (to use partial reimbursements, the feature has to be enabled in settings) |