Expense reporting setup
Administrators can optimize the document submission process to fit their accounting requirements.
Customize document submission steps
You can customize the information that is asked during the document submission in Settings > Accounting configuration > Document submission steps.
The following data fields can be made mandatory when reporting expense documents:
- Expense type - types can be customised yo tour company needs. Learn more about adding expense types here
- Reimbursement - a useful checkbox if there are cases when expenses paid by personal 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.
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