vsa:enter_my_expense_reports

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vsa:enter_my_expense_reports [20/11/2020 15:14] – [Add an expense] 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 =====
  
-{{:vsa:frais.png?direct|}}+{{:vsa:frais_anglais.png?direct|}}
 ==== 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.
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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.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.
  
-===== Justificatifs transverses =====+===== Cross-cutting receipts =====
  
-Vous pouvez télécharger un ou plusieurs documents électroniques justificatifs de vos dépenses. Attention, ces documents sont transverses à tous les frais déclarés.+You can download one or more electronic documents supporting your expenses. Please note, these documents are transverse to all declare costs..
  
-{{:vsa:frais_3.png?direct|}}+{{:vsa:frais_3_anglais.png?direct|}}
  
-==== Les actions de la liste ====+==== List actions ====
  
-=== Les actions globales ===+=== Global actions ===
  
-{{:vsa:ajout_justif.png}}\\ Permet d'ajouter un justificatif.+{{:vsa:ajout_justif_anglais.png}}\\ allows you to add a receipt.
  
-La fenêtre qui s'ouvre vous permet de choisir un fichier, puis en cliquant sur le bouton ''Attacher'', le document se télécharge sur le serveur et s'associe à la note de frais.+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.png}}\\ Permet de récupérer le document type à imprimer ; document sur lequel les justificatifs pourront être agrafés avant qu'il soit scanné.+{{:vsa:doc_justif_anglais.png}}\\ Used to retrieve the standard document to be printed; on which the receipts can be stapled.
  
-=== Les actions sur chaque ligne ===+=== Actions on each row ===
  
-{{:vsa:loupe.png}} <color #C71585>Visualiser le justificatif</color>+{{:vsa:loupe.png}} <color #C71585>View receipt</color>
  
-Permet de récupérer le document justificatif qui a été sauvegardé dans l'application.+Allows you to retrieve the supporting document that was saved in the application.
  
-{{:vsa:stylo.png}} <color #C71585>Modifier les frais associés</color>+{{:vsa:stylo.png}} <color #C71585> Edits the associated expenses</color>
  
-{{:vsa: corbeille_picto.png}} <color #C71585>Supprimer le justificatif</color> +{{:vsa: corbeille_picto.png}} <color #C71585>Delete the receipt</color> 
-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 à votre manager.+Once your expenses have been entered, you must submit them for validation to your manager.
  
-Pour cela cliquez sur le lien {{:vsa:cra_soumettre.png|}} dans la boîte, tout en haut de l'écran.+To do this, click on the link {{:vsa:soumettre_anglais.png|}} in the box at the top of the screen.
  
-{{:vsa:frais_5.png}}+{{:vsa:frais_5_anglais.png}}
  
-{{:vsa:frais_4.png?direct|}}+{{:vsa:frais_4_anglais.png?direct|}}
  
-  * Choisissez le ou les managers qui doivent recevoir votre demande de validation.  +  * Choose the manager(s) who should  receive your validation request.  
-  * Utilisez la zone de commentaire pour apporter des précisions éventuelles.  +  * Use the comment box to add any details.  
-  * Cliquez sur le bouton **<color  #448FFF>enregistrer</color>** pour soumettre votre demande.  +  * Click on the **<color  #448FFF>Save</color>** button to submit your request.  
-  * Votre manager recevra un e-mail avec la demande.  +  * Your manager will receive an e-mail with th request.  
-  * L'avancement de la validation est également visible dans la boite en haut.  +  * The progress of the validation is also visible in the box at the top.  
-  * 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 you will receive an e-mail.  
-  * En cas de refus de votre manager, vous verrez la raison et vous devrez adapter votre note de frais puis la soumettre à nouveau. +  * 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.1605881661.txt.gz
  • Dernière modification : 20/11/2020 15:14
  • de Clémence CANNEVIERE