Submitting reports

In CostPocket, there are three types of reports: Expense Report, Travel Report, and Mileage. This tutorial will guide you through creating and submitting each of them.

Submit all related expense documents together as a report. Many accountants prefer receiving expenses as a report rather than as single documents.

1. Begin by going under reports and click "Add report".
2. Choose "Expense report" and give the report a name.
3. Your expense report is now created and you can start adding documents to it.

Once all documents have been added to the report, you can send it to accounting by clicking “SUBMIT REPORT”.

Travel Report helps you keep track of expenses made while traveling and automatically calculates the daily allowance. Daily allowances are calculated based on the travel duration and rates allowed by the laws where the company is located. Note that companies can also set their own custom daily allowance rates.

1. Begin by going under reports and click "Add report".
2. Choose "Travel report" and fill in the required details.
3. Once the report is created, you can start adding documents to it or submit it with just the daily allowance calculation.

Mileage Report helps you keep track of business-related trips. The compensated amount is calculated based on the rates set by the company, which can be customized by administrators.

1. Begin by going under reports and click "Add report".
2. Choose "Mileage report" and give the report a name.
3. Once the report is created you can start adding mileage.