Discover how to enter your expense reports using the BoondManager ERP.
1- Add an expense report
Intranet > menu bar > My expenses
Click on the month for which you want to register the expense report
Enter your expense report
1) Button + to create an expense line: with or without receipt
From now on, if you use a receipt, Boond will pre-fill your expense report with the recognized elements(2) Describe the expense item where you can add a receipt related to the incurred expense. You have a checkbox to specify if the expenses are to be rebilled to the client.
(3) Add your flat-rate expenses. If contractual expenses have been defined (on your HR contract), they will be automatically pre-filled each month. If, however, the expenses are related to the delivery, you will need to click the Add Project Expenses button
Good to know:
You have the option to associate a receipt. This allows for simplified tracking and verification. Indeed, when the expense report is validated, an icon will appear next to the entered expense to indicate that a receipt is attached.
IMPORTANT!
For daily contractual expenses, the tool will pre-fill all working days of the month. It is then up to you to delete or add the expenses you are eligible for.
Once the actual and flat-rate expenses are entered, you have the following overview:
You find the items of your various expenses with the indication of whether they are to be rebilled or not and whether the receipt is attached or not
Modification or deletion is always possible thanks to the line buttonsYou find the items in calendar form with the flat-rate expenses established in the employee's HR contract or configured in their delivery
You can edit or delete the itemsFinally, you find the summary of actual and flat-rate expenses as well as expenses to be rebilled to clients
NB:
Each colored border corresponds to a type of expense.
Also, if your expense report is already validated, note that it is possible to open a second expense report for the same month if needed, using the app CreateActivityDocuments.
2- Save and send to your validator
Once your expense report is entered, you have the option to:
save it if you want to keep the qualified data and make additional entries later
validate it to send an alert by email to your "Validator". Once the validator has validated your expense report, you will no longer be able to modify the data
Good to know:
You have the option to generate a PDF with only the expenses to be rebilled to the client via the "PDF CLIENT" button > by checking the box "only handle expenses to be rebilled to the client".
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3- Overview
In the overview of all expense reports, you find the total amount of the expense report and the usual indications of validation and payment.