Descriptions of some of the receipts fields to help you add your receipt.
Fields on an expense report
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.
|The date of the claim
|The bank account of reimbursement receiver
|Payment receiver differs
|Select if reimbursement should be transferred to some other person
|Add a note to an expense claim
Fields on receipt
|Select or enter the name of the place that the receipt came from.
| Invoice number
|You can enter the invoice number
|You can enter the date of the receipt
|The overall total you are claiming from the receipt or bill.
|Select currency for the receipt.
|Enter the exchange rate of the day of the purchase
If you personally paid a business expense, choose reimbursable.
|Select the account from your chart of accounts that the purchase is to be assigned to.
Tick the box, if the receipt includes partially reimbursable costs (to use partial reimbursements, the feature has to be enabled in settings)