New expense report

The creation of a new expense report is done by clicking on the "+ Expense Report" button in the web version and on the red "+" button at the bottom of the screen in the mobile version.

The new expense report is created in the "Temporary" status and takes a numbering consisting of the company code followed by a progressive number. It is always necessary to indicate the reference month of the expense report (but there are no blocking controls in case expenses or events from other periods are entered).

The entry of expenses in the expense report is done through the use of two functions: add expenses and add events. Let's see in detail how to do it:

Add expenses

In the web version, to add one or more expenses to an expense report, click the "Add Expenses" button and drag the expenses you want to insert into the dashed box in the right column.

Nota Spese Web - Aggiungi Spesa

In the mobile app it is always necessary to select "Add Expenses" and then select from the list of the expenses completed (but not associated with events) the expense that you want to include in the expense report. By clicking on the "enter expense" button, it's done!

Nota Spese App Mobile - Aggiungi Spesa

Add events

In a very similar way to what has been seen for individual expenses, both from the mobile app and from the web platform you must select "add events" and from the list of completed events select the event (complete with all the expenses it contains) to enter in expense report (mobile app) or drag the event to the expense report (web version).

Save expense report

At the end of entering expenses and / or events, click on the "Save Expense Report" button to bring the expense report to the "Completed" status. If you close the expense report without saving the expense report status will remain in "Draft".

The completed expense reports in the list can always be opened and brought back to the draft status, so that you can edit again the content.