Travel Expense Report
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      Travel Expense Report - Registering a Travel Expense Report

      If you’re traveling and your company applies per diem allowances, you can easily register your travel expenses directly in the Expense app.

      If you’re traveling and your company applies per diem allowances, you can easily register your travel expenses directly in the Expense app. Adjust the report for domestic or international trips, and Expense will automatically calculate allowances and expenses.

      Steps to Create a Travel Expense Report

      1. Open the Expense App
        Click the plus icon and select Create Travel Expense Report.

      2. Enter Travel Details

        • Trip Name: Give the trip a descriptive name.
        • Description: Add a brief description of the trip’s purpose.
        • Internal Accounts: Select any internal accounts if required by your company.
        • Trip Type: Specify if it’s a Domestic or International trip.

      3. Enter Trip Dates and Times

        • Start Date and Time: Enter the date and time you left home.
        • End Date and Time: Enter the date and time you returned home.
        • For international trips, also enter the times you left and returned to your home country.

      4. Save the Travel Report

        • For international trips, add the destination by clicking the plus icon (iPhone) or pencil icon (Android).
        • Add meal types for the travel days if per diem needs adjustment.

      Pro Tip: Start creating the travel report on the first day of the trip. During your trip, you can add meals and adjust the end date upon return, allowing you to submit the report immediately after your trip.

      Adding Receipts to Your Travel Report

      If your company allows expense reporting during trips, you can easily add receipts directly to your travel report.

      1. Open the Expense App
        Create a new travel report or go to an existing one, and select To Report.

      2. Add Expenses

        • Go to the Expenses tab and click the plus icon in the upper right.
        • Choose previously registered expenses or create a new purchase entry.

      3. Post the Expense

        • Select the relevant account or use Purchase for quick selection.
        • Check the VAT amount according to your company’s guidelines and click Save.

      4. For Representation Expenses

        • If handling representation expenses, select Representation at the posting stage and fill in:
          • Number of attendees
          • Attendees’ names
          • Purpose
          • For external representation, also add the company name.

      5. Submit
        If your company does not require you to post receipts yourself, you can submit the travel report directly after all expenses have been registered.

      Adding Mileage to Your Travel Report

      If your company allows you to register mileage for business trips, you can easily add this to your travel report.

      1. Open the Expense App
        Create your travel report or open an existing one, and select To Report.

      2. Add Mileage

        • Go to the Mileage tab and click the plus icon in the upper right.
        • Enter details such as:
          • Date
          • Vehicle type
          • Number of kilometers (Google Maps integration is expected in 2024)
          • Destination
          • Any additional comments.

      3. Save and Submit
        Save the mileage entry and submit the report when all entries are complete.

      By following these steps, you can easily record your trips and expenses in the Expense app, ensuring that all details are correctly registered and ready for submission.