vsa:enter_my_expense_reports

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vsa:enter_my_expense_reports [20/11/2020 18:02] – [Submit your expense request for validation] Clémence CANNEVIEREvsa:enter_my_expense_reports [03/03/2021 11:55] (Version actuelle) – Alexandre PERRE
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 ====== Enter my expense reports ====== ====== Enter my expense reports ======
  
-You can declare your expense reports the **Human resources > My expense reports** menu.+To declare your expense reports, go to **Human resources > My expense reports** menu.
  
-Start by checking the entry month using the filter at the top of the screen.  Indeed, if you make your entry at the beginning of the month, for the previous month, it will be necessary to select it just before starting your expense report.+Start by checking the entry month using the filter at the top of the screen. Indeed, if you make your entry at the beginning of the month for the previous month, it will be necessary to select it just before starting your expense report.
  
 The screen consists of three parts : The screen consists of three parts :
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   * The list of cross-cutting receipts   * The list of cross-cutting receipts
  
-<color #F08080>IMPORTANT</color> : Yous fees can only be submitted for validation once a month.  +<color #F08080>IMPORTANT</color> : Your fees can only be submitted for validation once a month.  
  
 ===== Fees declaration ===== ===== Fees declaration =====
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 {{:vsa:stylo.png}} <color  #DC143C>Edit the expense</color>\\  {{:vsa:stylo.png}} <color  #DC143C>Edit the expense</color>\\ 
-Allows yout o modify a charge after the initial entry.+Allows you to modify a charge after the initial entry.
  
 {{:vsa: trombone.png}} <color  #DC143C>Attach documents</color>\\ {{:vsa: trombone.png}} <color  #DC143C>Attach documents</color>\\
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 {{:vsa: action_plus.png}}  <color  #DC143C>More actions ...</color>  {{:vsa: action_plus.png}}  <color  #DC143C>More actions ...</color> 
  
-From this pictogram you can perform several actions : +From this pictogram you can delete the expense.
-  *Delete the expense+
 ==== Add an expense ==== ==== Add an expense ====
  
 {{:vsa:frais_2_anglais.png?direct|}} {{:vsa:frais_2_anglais.png?direct|}}
  
-  * Choose if the fee is recurring monthly or not (checkbox)+  * Choose if the fee is recurring monthly or not (checkbox).
   * If the fee is one-off : choose the date on which the expense was made; it must be on the receipt.    * If the fee is one-off : choose the date on which the expense was made; it must be on the receipt. 
   * If the fee is recurring : choose the range of months of application.    * If the fee is recurring : choose the range of months of application. 
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   * Amount or kilometers :    * Amount or kilometers : 
     * For milage-type charges, indicate the distance and depending on the application settings, choose a vehicle or a vechicle power.      * For milage-type charges, indicate the distance and depending on the application settings, choose a vehicle or a vechicle power. 
-    * For other fees, indicate the amount excluding tax, then enter VAT. You can enter several amounts of VAT with different rates by clicking on +. If you only know the amount including VAT, indicate it in the HT zone. +    * For other fees, indicate the amount excluding tax, then enter VAT. You can enter several amounts of VAT with different rates by clicking on +. If you only know the amount including VAT, indicate it in the HT (excl tax) zone. 
   * Indicate the reason of the fee.    * Indicate the reason of the fee. 
   * If it is an invitation to the restaurant, check the invitation box and indicate the number of guests at the table.    * If it is an invitation to the restaurant, check the invitation box and indicate the number of guests at the table. 
-  * If the expense is related to a customer activity, do not forger to choose the customer; this fee may be billed to it.  +  * If the expense is related to a customer activity, do not forget to choose the customer ; this fee may be billed to it.  
-  * Is a customer has been chosen, the fee can be tied even more finely to a case to further facilitate re-invoicing possible of this charge. +  * If a customer has been chosen, the fee can be tied even more finely to a business to further facilitate re-invoicing of this fee.
   * You can add an attachment to each expense line. If this item has personal datas, consider checking the dedicated box.     * You can add an attachment to each expense line. If this item has personal datas, consider checking the dedicated box.  
   * Click on the **<color  #448FFF>save</color>** button to save the expense.    * Click on the **<color  #448FFF>save</color>** button to save the expense. 
  
-For each expense line, you can download one or more electronic documents justifying the expense. One line expense vouchers are important if your business is invoicing your customer for these fees and they need to produce a proof for each expense. if the proof is well attached, you save a lot of time for the person who does the invoicing.+For each expense line, you can download one or more electronic documents justifying the expense. Expense receipts are important if your business is invoicing your customer for these fees and if they need to produce a proof for each expense. If the receipt is well attached, you save a lot of time for the person who does the invoicing.
  
 ===== Cross-cutting receipts ===== ===== Cross-cutting receipts =====
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 === Global actions === === Global actions ===
  
-{{:vsa:ajout_justif_anglais.png}}\\ allows you to add a proof.+{{:vsa:ajout_justif_anglais.png}}\\ allows you to add a receipt.
  
-The window that opens allows you to choose a file, then by clicking on the ''Attach'' button, the document downloads to the server and is associated with the expense report.+The window that opens allows you to choose a file, then by clicking on the ''Attach'' button, the document is downloaded on the server and is associated with the expense report.
  
-{{:vsa:doc_justif_anglais.png}}\\ Use to retrieve  the standard document to be printed; on which the supporting documents can be stapled before it is scanned.+{{:vsa:doc_justif_anglais.png}}\\ Used to retrieve the standard document to be printed; on which the receipts can be stapled.
  
 === Actions on each row === === Actions on each row ===
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 Allows you to retrieve the supporting document that was saved in the application. Allows you to retrieve the supporting document that was saved in the application.
  
-{{:vsa:stylo.png}} <color #C71585>Edit the associated expenses</color>+{{:vsa:stylo.png}} <color #C71585> Edits the associated expenses</color>
  
 {{:vsa: corbeille_picto.png}} <color #C71585>Delete the receipt</color> {{:vsa: corbeille_picto.png}} <color #C71585>Delete the receipt</color>
-Delete the documents associated.+Deletes the documents associated.
  
  
 ===== Submit your expense request for validation ===== ===== Submit your expense request for validation =====
  
-Once your expense have been entered, you must submit them for validation to your manager.+Once your expenses have been entered, you must submit them for validation to your manager.
  
 To do this, click on the link {{:vsa:soumettre_anglais.png|}} in the box at the top of the screen. To do this, click on the link {{:vsa:soumettre_anglais.png|}} in the box at the top of the screen.
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   * Your manager will receive an e-mail with th request.    * Your manager will receive an e-mail with th request. 
   * The progress of the validation is also visible in the box at the top.    * The progress of the validation is also visible in the box at the top. 
-  * As soon as a workflow update is carreid out by the managern you will receive an e-mail.  +  * As soon as a workflow update is carried out by the manager you will receive an e-mail.  
-  * If your manager refuses, you will see the reason ans you will have to adapt your espense report and then submit it at new. +  * If your manager refuses, you will see the reason and you will have to adapt your expense report and then submit it again.
  • vsa/enter_my_expense_reports.txt
  • Dernière modification : 03/03/2021 11:55
  • de Alexandre PERRE