Expenses and entertainment - "Codes"

The tab General

Here you enter the code, name, type, VAT, quantity, and tick if the code is active, is being used only as a connected sub-expense, or is proposed.

The tab Pay codes

Here you enter the pay codes and pay code for VAT connected to this expense.

The tab Account code

Here you enter account codes connected to this expense, such as account, cost centre, project, customer, article, approval code. You also have the option to choose a rule for account code dimensions.

The tab Registration rules

Here you specify rules for registration of the selected expense code:

date/time
currency, exchange rate
quantity
max. number
unit price
max unit price
total amount
VAT
max VAT (%)
purpose/comment
require attachment
credit card
Can be used
Paid by the company

The tab Connected codes

Here you can, if needed, set that another code is to be triggered automatically when this code is used.

The tab Authorisation

Here you specify control of the authority for the code to only certain Roles or Users, etc.

The default value is "All users" activated.

Please note: This article is AI-translated. This means that linguistic errors or misunderstandings may occur.

⚙️Expenses and entertainment - Where do you edit the various settings for expenses and entertainment?

Under "Expenses & Entertainment" you set up codes for different expenses. Here you define general details such as name and VAT rate, link pay codes and accounts for accounting, and also specify registration rules like requiring attachments and maximum amounts.