1. Access Expense Reports

From the Expense Reports tab on your Dashboard, you can:

• Create a new expense report

• View existing reports

• Filter by status or search for a specific report

2. Create an Expense Report

• Click on + Expense Report

• Fill in the following information:

  • Title of the report

  • Date

  • Associated contract

• Click Add

3. Add an Expense

• Open the expense report in edit mode (click Edit)

• Click on + Expense

• Fill in the fields:

  • Title

  • Date

  • Location

  • Total amount (incl. tax) +Currency

  • Category

  • Comment (optional)

  • Receipt (mandatory)

• Click Add

• The total amount (incl. tax) of expenses is calculated automatically.

Change currency: 

4. Submit the Expense Report

Once all expenses are added:

• Click Submit

• The status changes from Draft to Pending for client validation

5. Validation and Reimbursement

• The client can approve or reject the report

• Once validated, expenses can be reimbursed according to internal procedures