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Expense claim types

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Fields of Expense Claim type

  • Company: Enter the company to which this type is applicable. It is possible to enter multiple types per company.

  • Code: Enter the code of the expense claim.

  • Description: Enter the description of the expense claim.

  • Remark: Additional notes can be placed here.

  • Travel expense type: If set to ‘True’ this type can be selected when entering ‘quick travel expenses’. If set to ‘False’ this type can be selected when entering a ‘quick expense claim’.

  • Tariff: In case the type is marked as ‘travel expenses’, the kilometer price can be added here.

  • Maximum quantity: In case the type is marked as ‘travel expenses’ , the maximum quantity of kilometers to be reimbursed according to company policy is set here. Claims with a higher quantity require additional approval.

  • Maximum amount: In case the type is marked as ‘regular expenses’ , the maximum amount to be reimbursed according to company policy is set here. Claims with a higher quantity require additional approval.

  • Charge on type: If set to ‘True’ an option in the expense claim is offered to charge to a third party. Please note that the actually charging itself is not part of the default application.

  • Charge on percentage: This percentage of the quantity of kilometers * tariff is put in the ‘charge amount’ field. Please note that the actually charging itself is not part of the default application.

  • Labor cost arrangement: Is currently not used in the default application.

  • Post as invoice: Is currently not used in the default application.

  • All other fields can be filled with defaults which can be used to prefill the expense claims.

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