You can add daily allowances, information of the international trip, kilometer allowances and other travel expenses to the travel invoice.
How do I create a travel invoice?
1. Start by tapping on the Travel button on the homepage or by tapping on the Trips button in the sub-menu. In the My travels view, tap on New travel.
2. Trip details: Enter the information of the trip, such as trip purpose and destination, start and end dates.
These affect the calculations of the daily allowance.
Proceed by clicking the Next button or by swiping the screen.
3. Trip abroad: Activate the Did you travel abroad? toggle button if you traveled abroad during your trip.
Enter the details of your international trip.
The information will affect the calculation of the daily allowance.
Proceed by clicking the Next button or by swiping the screen.
4. Daily allowance: The application has calculated the daily allowance according to the duration of the trip.
You can add day-specific information, such as meal compensation, by tapping on the day of travel.
Finally, press Done.
5. Kilometer allowance: If you used your own vehicle during the trip, press the Add Trip button.
Select the vehicle you used and add any extra passengers.
Enter the route of the trip.
The application has automatic completion for the start and end points of the trip and calculates the route length.
You can also add waypoints to the route by pressing the +Add waypoint button at the bottom.
Finally, press Done.
6. Expenses: If you paid with own money work-related expenses during the trip, enter them here by pressing the +Add expense button.
If they are expenses paid abroad, please note that the invoice is generated in EUR. The program will use the exchange rate specified in Procountor.
Finally, press Done.
7. Summary: You will see a summary of your trip.
You can go back to correct the information if necessary.
8. Finish by tapping Done. You can save the invoice as unfinished or you can save and send it to circulation.
When the travel invoice is sent to circulation, it is marked waiting for verification in the application. The travel invoice is transferred to the Procountor software with the status Received.
If the invoice is saved as unfinished, you can find it under Unfinished heading in the Travels -section.
9. The invoice must first be verified and approved before it can be paid.
OBS!
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.
If the desired product is not available in the Product menu, you can select the “Other expense” option and then provide a more detailed description of the product or expense in Procountor in the invoice’s “Row comment” field or in the mobile app under “Additional information”.