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: : Charging an Expense Report
The expense report is validated. It can now be charged and being turned into a purchase invoice (or supplier order).
- From the expense report, go to Edit > Bill the expense report.
- In the purchase invoice creation screen, enter the accounting period, purchase and entity journals in which the expense report will have an impact.
- Enter the invoice and payment dates.
- Check the box if you want the purchase invoice date to match the expense report input date.
- Validate. The purchase invoice screen opens. It is pre-filled.
Note: If the expense report support several currencies, Akuiteo creates as many invoices as there are currencies.
The expense report now contains a direct link to the purchase invoice. The purchase invoice contains a hyperlink to the expense report.
You can also bill by batch several expense reports from the menu Edit > Bill by batch.
When you right click on the expense report line, you can perform several actions:
- Mark the selected rows as rebillable
- Mark the selected rows as unbilled
- Mark the selected rows as non-rebilled
- Mark the selected rows as billed
- Mark the selected rows as non-refundable
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