Row information on travel and expense invoices consists of the data in travel and expense invoice product register. For travel invoices, the register includes all necessary standard types of expenses, such as daily allowances for different countries, different types of kilometre allowance and meal allowance. For expense invoices, the register has a wide selection of general expenses, such as office and meeting expenses, that are frequently used on expense invoices.
The register is found by choosing New > Travel or expense invoice and then by clicking Get products button in the Invoice row info section.
The travel and expense product register is fixed and cannot be edited. The expense types available for selection on receipts are also retrieved from the travel and expense product register of your Procountor environment.
This restriction is in place because the product codes assigned to the products are used when retrieving information for Income Register reports, and each product includes automatic mappings required for Income Register reporting.
Types of expenses can be searched with Product, Product code and Product group (which has selections Other products, Kilometre allowance and Allowances) fields.
Expense types are transferred to the invoice with Select product button. Several rows can be selected when keyboard’s Ctrl-button is held down at the same time.
If needed, the selected expense type’s name and other row information can be edited. As long as the product code of the expense type remains original (the product is first selected from the register and the name of it is edited only afterwards), the expense will be allocated to the right location on reports.
The register products have a default VAT percent that is most common with the chosen type of expense.
When the register products are used, kilometre allowances, daily allowances and meal allowances are directed correctly to the Income Register’s Earnings payment report and they are visible on the Pay sheet (in Finnish).
Using the expense types in the register enables travel and expense invoice reporting.