Submit an expense report
Record what you spent, attach the receipts and send the report to your manager for approval.
Draft lesson. The steps are checked against the live system when the video is recorded.
Expenses / New Expense
Video walkthrough
Being recorded - follow the steps below for now
Where to find it
ExpensesNew Expense
Before you start
The Expenses app must be installed for your company. It needs the Accounting and Employees apps.
Steps
- Open Expenses and click New Expense.
- Choose the Employee, type a title, and choose the settlement: Reimburse employee, Settle against advance, or Company paid (card or petty cash).
- Choose the Currency. For a foreign currency, enter the rate - the report is posted in your company currency and keeps the foreign amount on each line.
- Add one line per receipt: date, description, category, supplier name and TRN, quantity, unit price and tax.
- Attach the receipt with Receipt, or click Read receipt to let SiaOne fill in the supplier, TRN, date, amount and VAT from the picture.
- Leave Amounts include VAT on to type amounts exactly as printed on the receipt. SiaOne takes the VAT out for you.
- Click Save & Submit to send it for approval, or Save Draft to finish it later.
Tip
To recharge a cost to a customer, choose Bill to customer on the line. It appears on that customer's next invoice as a pending billable expense, at cost before VAT.
What happens next
The report moves through Draft › To Approve › Approved › Posted › Paid. Your manager approves it - see Approve and post an expense report.
Was this lesson helpful?
Thank you for the feedback.
Keep learning
Reimburse an employee
Pay an employee back for a posted expense report - one report at a time, in instalments, or several reports in one payment.
Run a petty cash box
Create a petty cash box, top it up, pay small expenses from it, count the cash and read its statement.
Sign in to SiaOne
Open your company's SiaOne address, sign in with your email and password, and find where to log out.
1:28