The management of all expenses is found under Time-Register Expenses. Here you can create expense sheets for receipts, milage and much more.

On the expense sheet a user registers expenses of various kinds. The user can fill in all expenses, such as travel expenses and receipts. Responsible manager can then approve them. After an expense is approved by a manager a payroll administrator can handle the expenses and reimburse the employee.

Overview

On the overview page you can see all the expenses and the status as well as, for example, if they have been paid. You also get a graphical overview of your expenses this month and your expenses last six months. If you want to look at an expense sheet, simply click on an entry in the list.

 

Register expenses

All expenses that are registered in QBIS, whether these are travel or other expenses, can be grouped together in an expense sheet. This is convenient when managing all expenses for a month, both for users, administrators and for managers.

In order to register an expense, you first need to create a new expense sheets. Click on “Add expense sheet”.

 

Copy an expense

If you want to copy a previous expense to save time, you can select the entry and pick “Duplicate” under the More button. You expense type is duplicated and you can make the changes you want. Note that the entire expense sheet can not be copied.

 

 

Register receipts

Receipt is the simplest form of expenses. Fill in the information about your expenses.

  • Basicinformation
  • Upload picture on the receipt for faster processing
  • VAT
  • Project (is it billable?)

 

Register lodging 

To add a lodging expense, click the Add New Expense – Lodging. 
Loding includes allowance as compensation for example costs food that arise when travelling. When you choose to register a lodging options specific for this appears.  
Fill in information about your lodging
  • Basics
  • Reductions
  • Project ( is it billable? )

Register mileage

To add a travel on your expenses, select Add travel. When you do this, the custom options for that journey forward, such as transport, mileage mm. 

Fill in information about your loding
  • Basics
  • Details
  • Project ( is it billable? )

 

System settings for expenses 

Before a user can register expenses system settings for all expense types with codes need to be set up properly. This is done in the system module by a system administrator.