Expense reporting setup

Administrators control exactly which information employees are asked for when submitting an expense document. Configure this under Settings > Accounting configuration > Document submission steps.

Customise document submission steps

The following fields can be made mandatory when reporting expenses:

• Expense type — categories customised to your company's needs. Learn how to manage expense types.
• Reimbursement — a checkbox for expenses paid from personal funds that will be compensated later.
• Comment — extra context for the accountant, such as project or object names.

If this level of detail isn't necessary, switch on Express mode and save your team those extra taps.

Frequently asked questions

What should accountants make mandatory? Expense type is the most valuable — it pre-categorises documents before they reach your accounting software. Add Comment if you track projects or cost objects.

Can different users have different submission steps? Submission steps are set per company, so they apply to all users of the account.

Next steps

• Manage expense types
• Express mode