Différences
Ci-dessous, les différences entre deux révisions de la page.
Les deux révisions précédentes Révision précédente Prochaine révision | Révision précédente | ||
vsa:enter_my_expense_reports [20/11/2020 18:01] – [Submit your expense request for validation] Clémence CANNEVIERE | vsa: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 | + | 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. | + | 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 # | + | <color # |
===== Fees declaration ===== | ===== Fees declaration ===== | ||
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{{: | {{: | ||
- | Allows | + | Allows |
{{:vsa: trombone.png}} < | {{:vsa: trombone.png}} < | ||
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{{:vsa: action_plus.png}} | {{:vsa: action_plus.png}} | ||
- | From this pictogram you can perform several actions : | + | From this pictogram you can delete |
- | *Delete | + | |
==== Add an expense ==== | ==== Add an expense ==== | ||
{{: | {{: | ||
- | * 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 | + | * If the expense is related to a customer activity, do not forget |
- | * Is a customer has been chosen, the fee can be tied even more finely to a case to further facilitate re-invoicing | + | * If a customer has been chosen, the fee can be tied even more finely to a business |
* 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 **< | * Click on the **< | ||
- | For each expense line, you can download one or more electronic documents justifying the expense. | + | For each expense line, you can download one or more electronic documents justifying the expense. |
===== Cross-cutting receipts ===== | ===== Cross-cutting receipts ===== | ||
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=== Global actions === | === Global actions === | ||
- | {{: | + | {{: |
- | The window that opens allows you to choose a file, then by clicking on the '' | + | The window that opens allows you to choose a file, then by clicking on the '' |
- | {{: | + | {{: |
=== 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: corbeille_picto.png}} <color # | {{:vsa: corbeille_picto.png}} <color # | ||
- | Delete | + | Deletes |
===== Submit your expense request for validation ===== | ===== Submit your expense request for validation ===== | ||
- | Once your expense | + | Once your expenses |
To do this, click on the link {{: | To do this, click on the link {{: | ||
- | {{:vsa:frais_5.png}} | + | {{:vsa:frais_5_anglais.png}} |
{{: | {{: | ||
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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 | + | * As soon as a workflow update is carried |
- | * If your manager refuses, you will see the reason | + | * If your manager refuses, you will see the reason |