Expense reporting setup

Administrators can customize the document submission process to fit the accounting requirements at Settings > Accounting configuration > Document submission steps.

The following data fields can be made mandatory when reporting expense documents:

• Expense type: types can be customised by the company. More about it here
• Reimbursement: a useful checkbox if there are cases when expenses paid by private funds are later compensated
• Comment: extra information for the accountant (object or project names, etc.)

If such level of details is not necessary, choose Express mode and save those extra clicks when reporting.