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.
|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 invoice|
|Total||The overall total you are claiming from the receipt or bill.|
|Currency||Select currency for the receipt.|
||Enter the exchange rate of the day of the purchase|
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.|
Tick the box, if the receipt includes partially reimbursable costs (to use partial reimbursements, the feature has to be enabled in settings)