Submitting reports

In CostPocket, reports are used to group and organize expense documents before sending them to accounting. Reports make expenses easier to review, help ensure compliance, and save time for both employees and accountants.

There are four types of reports in CostPocket:

This guide walks you through creating and submitting each one.

Collect receipts and invoices into one report and submit them together instead of one by one.

Record business trips, add travel expenses, and let CostPocket automatically calculate the daily allowance.

Note for administrators: You can set a custom daily allowance rate under Settings > Accounting Configuration > Report settings. By default, the rates are set to the maximum allowed by local law.

Track business driving and get mileage reimbursements calculated based on your company’s rates.

Note for administrators: You can define the rate and limit for employee mileage compensation under Settings > Accounting Configuration > Report settings. By default, the maximum rates allowed by local law are applied.

Reconcile company card transactions with expense documents automatically, saving time and reducing errors.

See the full tutorial here: Automated payment card reports