Topics
Costs & travel expenses
Incoming invoices, expenses, travel costs.
11 articles
Understand
1 articles
For users
4 articles
- Create cost elements from e-invoices How-to Video E-invoice as a PDF in, values out automatically: create an expense receipt or an expense invoice in one step – including the incoming-invoices list and the DATEV interface.
- Record expenses & material How-to Video Create an expense receipt, expense invoice and material – step by step, with payment method, gross/net logic and the link to the trip.
- Collective statement & month-end closing How-to Video The free bundle (shoebox) and the month-end closing: bill documents without a trip context, close a month and generate supplements automatically.
- Create a travel expense report How-to Video Bill a business trip: create the trip, generate meal allowances automatically, bundle documents, release for review and reimburse via employee payroll.
For advanced users
1 articles
Set up & manage
2 articles
- Generate flat rates automatically with rules Configuration Video Rule-based billing items: a travel flat rate per on-site day, a travel flat rate via a time collector and a hotel allowance from six hours – generated automatically from booked times.
- Set up cost types, supplements & document templates Configuration The admin setup of the Costs module: cost types with their switches, document templates for incoming invoices, supplement rules, payout rates and cost accounting.
For decision-makers
1 articles
Reference
1 articles