An expense represents an action of monetary expenditure carried out in a professional context. For example, it can be a meal in a restaurant, a night in a hotel, mileage travel expenses, etc.<\/p>\n\n
An expense (except mileage expenses) must have a proof: this is a photo\/scan of the corresponding invoice or receipt.<\/p>\n\n
Finally, an expense can be associated with an expense report at any stage of its lifecycle.<\/p>\n\n
An expense is composed of a set of fields representing its data:<\/p>\n\n VAT can be multiple. Each VAT corresponds to the combination of an amount and a VAT rate.<\/p>\n\n The Comment<\/strong> field is not required by default. It becomes mandatory if the amount to be reimbursed exceeds the ceiling set for the chosen category.<\/p>\n\n Each expense has its own life cycle. Each stage of the cycle corresponds to its own specificities and status:<\/p>\n\n An expense report represents a set of expenses made by the user: <\/p>\n\nField Name<\/th> Editable field<\/th> Required field<\/th> Description<\/th><\/tr><\/thead> Title<\/td> Yes<\/td> Yes<\/td> Title of expenditure. Defaults to the file name of the associated credential.<\/td><\/tr> Category<\/td> Yes<\/td> Yes<\/td> Category of expenditure. A ceiling may be applied to the amount to be reimbursed depending on the category chosen.<\/td><\/tr> Date<\/td> Yes<\/td> Yes<\/td> Date of expenditure.<\/td><\/tr> Country<\/td> Yes<\/td> No<\/td> Country where the expenditure was made.<\/td><\/tr> TTC<\/td> Yes<\/td> Yes<\/td> The amount of the expense, including VAT, in the currency of the expense<\/strong>.<\/td><\/tr> Motto<\/td> Yes<\/td> Yes<\/td> Currency of expenditure.<\/td><\/tr> Converted VAT<\/td> No<\/td> \/<\/td> Amount including VAT converted to your company currency<\/strong>. Hidden field if the currency of the expense is the same as your company’s currency.<\/td><\/tr> Exchange rates<\/td> No<\/td> \/<\/td> Exchange rate to convert the amount including VAT into your company’s currency. Rate retrieved automatically. Amount to be repaid<\/td> No<\/td> \/<\/td> The amount to be reimbursed for the expense. The amount displayed in your company currency. VAT amount<\/td> Yes<\/td> No<\/td> The amount of VAT on the expense, in the currency of your business.<\/td><\/tr> VAT rate<\/td> Yes<\/td> No<\/td> Rate of VAT on expenditure.<\/td><\/tr> Comment<\/td> Yes<\/td> No<\/td> Comment associated with the expense<\/td><\/tr><\/tbody><\/table><\/figure>\n\n Expense lifecycle<\/h4>\n\n
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Expense reports<\/h2>\n\n
Definition of an expense report<\/h4>\n\n