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 15:12] – [Add an expense] Clémence CANNEVIERE | vsa:enter_my_expense_reports [03/03/2021 11:55] (Version actuelle) – Alexandre PERRE | ||
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Ligne 1: | Ligne 1: | ||
====== 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 : | ||
Ligne 11: | Ligne 11: | ||
* The list of cross-cutting receipts | * The list of cross-cutting receipts | ||
- | <color # | + | <color # |
===== Fees declaration ===== | ===== Fees declaration ===== | ||
- | {{:vsa:frais.png? | + | {{:vsa:frais_anglais.png? |
==== List actions ==== | ==== List actions ==== | ||
=== Global actions === | === Global actions === | ||
- | {{:vsa:ajout_frais.png}} Allows you to add a fee. | + | {{:vsa:ajout_frais_anglais.png}} Allows you to add a fee. |
See the details of this action below. | See the details of this action below. | ||
Ligne 27: | Ligne 27: | ||
{{: | {{: | ||
- | Allows | + | Allows |
{{:vsa: trombone.png}} < | {{:vsa: trombone.png}} < | ||
Ligne 34: | Ligne 34: | ||
{{: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 ==== | ||
- | {{:vsa:frais_2.png? | + | {{:vsa:frais_2_anglais.png? |
- | * 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. | ||
Ligne 47: | Ligne 46: | ||
* 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. |
- | ===== Justificatifs transverses | + | ===== Cross-cutting receipts |
- | Vous pouvez télécharger un ou plusieurs | + | You can download one or more electronic |
- | {{:vsa:frais_3.png? | + | {{:vsa:frais_3_anglais.png? |
- | ==== Les actions | + | ==== List actions ==== |
- | === Les actions | + | === Global |
- | {{:vsa:ajout_justif.png}}\\ | + | {{:vsa:ajout_justif_anglais.png}}\\ |
- | La fenêtre qui s' | + | The window that opens allows you to choose a file, then by clicking on the '' |
- | {{:vsa:doc_justif.png}}\\ | + | {{:vsa:doc_justif_anglais.png}}\\ |
- | === Les actions sur chaque ligne === | + | === Actions on each row === |
- | {{: | + | {{: |
- | Permet de récupérer le document | + | Allows you to retrieve the supporting |
- | {{: | + | {{: |
- | {{:vsa: corbeille_picto.png}} <color #C71585>Supprimer le justificatif</ | + | {{:vsa: corbeille_picto.png}} <color #C71585>Delete the receipt</ |
- | Supprime le document justificatif. | + | Deletes the documents associated. |
- | ===== Soumettre votre note de frais pour validation ===== | + | ===== Submit your expense request for validation ===== |
- | Une fois vos dépenses saisies, vous devez les soumettre pour validation | + | Once your expenses have been entered, you must submit them for validation |
- | Pour cela cliquez sur le lien {{:vsa:cra_soumettre.png|}} | + | To do this, click on the link {{:vsa:soumettre_anglais.png|}} |
- | {{:vsa:frais_5.png}} | + | {{:vsa:frais_5_anglais.png}} |
- | {{:vsa:frais_4.png? | + | {{:vsa:frais_4_anglais.png? |
- | * Choisissez le ou les managers qui doivent recevoir votre demande de validation. | + | * Choose the manager(s) who should |
- | * Utilisez la zone de commentaire pour apporter des précisions éventuelles. | + | * Use the comment box to add any details. |
- | * Cliquez sur le bouton | + | * Click on the **< |
- | * Votre manager | + | * Your manager |
- | * L' | + | * The progress of the validation |
- | * Dès qu'une mise à jour du workflows sera effectuée par le manager, vous recevrez un e-mail. | + | * As soon as a workflow update is carried out by the manager |
- | * En cas de refus de votre manager, | + | * If your manager |