Expense Sheets

This version supports the NA, AU, NZ, FI, SE and GB Localization only. For Additional Localizations see Additional App Listings.

• Employees can enter multiple expenses on their expense sheet.
• Receipts and Attachments can be added per expense line on the expense sheet
• Expenses can be marked as billable back to a customers
• Once approved, not only will the reimbursement to the employee be generated, but the sales invoice will also be generated for the customers

• Flagging the expense type as reimbursable or not
• Requiring the expense type to have an attachment or not
• Tagging the expense type to an "expense" GL Account
• Tagging the expense type to a "revenue" GL account when it is billable to a customer

• You can turn expense approval requirement on or off on the EPS Setup page
• Each employee has their own expense approver
• Expense Approvers will receive an email notification when they have an expense sheet to approve

• Expenses are created as a purchase invoice to the employee for reimbursement
• Employee must be linked to a vendor in Business Central
• Expenses marked as billable back to a customer will create a Sales Invoice to the Customer
• Expense Sheet can be used in conjunction with ERP Connect's Project Management (PMS) Tool
• Expenses can be linked to a project
• Expenses will be shown on the project card
• Create one invoice for time and expenses to the customer together