CREATE YOUR FIRST SETTLEMENT
It is important to get started correctly. Always select the “Unprocessed / Ubehandlede” tab at the top.
Never use the green buttons “Expenses”, “Mileage” and “Allowances” on the left side.
Always select the blue button “Create new – choose type” on the right side.
In the box “New settlement” select either:
- “Settlement” – when you have had a work-related trip - e.g. train, bus and metro tickets, hotel etc.
or
- “Expenses – Single purchase, prepayment” – when you have had other expenses / bought something, or a prepayment – e.g. conference fee, memberships, buying books, data collection etc.
WHAT TO FILL IN
Settlement header:
- Description (Detailed)
- Country
- City/Place (only for travel settlements)
- Date from and to (only for travel settlements): Select the day of your trip, not the date when you make the reimbursement.
- Cost 1:
- Project and/or Analysis:
- Attachments: Browse, attach files, save
Valid documentation:
- Paid invoices and bills
- Receipts regarding payment on the internet
- Tickets
- Till receipts, taxi receipts, etc.
- Not valid documentation:
- Proforma invoices
- Order confirmations
- Travelplans
- Bank transfers
- Card receipts and credit card payments (e.g. Eurocard and Diners Club)