: : Creating an Expense Report

Reminder: the procedure below can be done from the Spent Time input screen, which eases the input of your employee's expense report after his/her workday.

  1. Click on Expense Reports in the left menu.
  2. Double click or make a right click on the day during which there is an expense report and click on Create.
  3. In the window that display, fill in the following information:
  4. Check the box if the expense is not refundable.
  5. Enter the information like the customer’s name, project, phase and sub-phase.
  6. Check the box if the expense is re-billable and add the voucher number if you have it.
  7. Validate. You get a draft expense report.
  8. If you want to modify the draft note, click on the block of the expense report in the calendar and modify the data.
  9. If you want to change the date of the expense, drag the block from a day and drop it on another day.
  10. If you want to delete the draft note, right click on the block of the expense report in the calendar and click on Delete.

You can edit your expense reports at any time or browse in your calendar to display a period during which you have expenses by clicking on .

Reminder:
- If you have no draft expense report, a new expense report is automatically created.
- If you have at least one draft expense report, the new lines of the expense are added to the last draft expense report.