]po[ Expense Item

Expense items deals with the tracking of travel and other expenses. An expense item represent a single expense (plane ticket, taxi recepit, meal receipt, ...). Mutiple expense items can be grouped into a expense bundle which can be approved by managers using a workflow approval process.

Expense Fields

• Project:
  The project to which this expense belongs.  A pull down menu of all current projects accessible to the user is presented for selection   and the assigning of expenses.

• Amount:
  Amount of the expense.
  

• Currency:
  Currency of the amount. Currencies are automatically converted.

• VAT % Incl.:
  Percentage of Value Added Tax included in Amount.

• Expense Date:
  Date when the expense was incured.
  
  
• External Company Name:
  Name of the external company. This is just a name, ]po[ does not need to create these companies as company objects.
  
  
• External Company VAT Nr.:
  VAT Nr. of the External Company.
  
  
• Receipt Reference:
  ID or number of the receipt (if available).
  
  
• Expense Type:
  Customizable classification of the expense. Please see the [expense types category].
  
  
• Billable?:
  Is the expense billable to the customer?
  
  
• Reimbursable %:
  Is the expense fully reimbursable to the employee who has paid for it? Default "100%" means "fully reimbursable".
  
  
• Payment Type:
  How did the employee pay for the expense? For example, expenses paid with the company credit card may not be reimbursable. The list of expense payment types is freely configurable.
  
  
• Note:
  Free text note, as an internal note or for the person approving the expense.
  

References

Related Help

• Expense User Help

Related Object Types

• Cost item
  
• Expense bundle - a "bundle" (=group) of expense items, ready to be approved by HR or the project manager.
  

Related Packages

• Expenses
• [Expense Workflow] 

Related Modules 

• Finance