Frequently occurring expenses can be processed by simply submitting receipts without writing a resolution.
Expense resolution is a process to verify the appropriateness of expenses. But not every expense needs a document!
For repetitive, fixed-amount expenses like lunch meals or overtime transportation, submitting a receipt alone is sufficient for review. Use the receipt submission feature to reduce time spent writing expense resolutions and streamline your company's expense management process.
View and Submit Receipts
Assign a person in charge for each card in [Card Management]. When you assign a person to a card, notifications are automatically sent upon payment, and they can view receipts directly from web/app.
The card holder who used the card simply needs to enter the 'purpose' of the payment and submit the receipt.
If you had lunch with a colleague, set the purpose to [Lunch], search for and add your colleague as a user in addition to yourself, then submit.
TIP
You can add memos or attachments when submitting receipts if needed, but for repetitive expenses (lunch, transportation, etc.), we recommend entering only the minimum required information.
View Submitted Receipts and Confirm Documentation
Since expenses are processed without writing and approving an expense resolution, it reduces the workload for both the staff and approvers. Process repetitive expenses quickly through the simplified workflow to improve your organization's expense management efficiency!
Admins can check the receipts submitted by employees through filters in the [Expenses] -> [Documentation] tab, then confirm the documentation via [Confirm Documentation].
Download Confirmed Documentation as Excel
Click the download button at the top right of the [Expense Management] -> [Documentation] tab in the left menu to download documentation as Excel.
Set the target period, documentation method, file password, etc. Click [Download] at the bottom, and when the download is ready, a notification will be sent via email or web notification.
Target period: Search by the transaction date of the documentation you want to download.
Documentation method: Corporate card, tax invoice, cash receipt, other
File password: Since documentation contains important information about employees and the company, a password must be set to download. After setting the password, click the eye icon on the right to verify the password you set.
Reason: When downloading documentation, you can check the download reason in Settings - Audit Log.
