{"id":18862,"date":"2022-01-10T21:09:12","date_gmt":"2022-01-11T02:09:12","guid":{"rendered":"https:\/\/www.collabox.com\/2022\/11\/14\/expense-and-mileage-accounts\/"},"modified":"2024-07-15T12:58:43","modified_gmt":"2024-07-15T16:58:43","slug":"expense-and-mileage-accounts","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2022\/01\/10\/expense-and-mileage-accounts\/","title":{"rendered":"Expense and mileage accounts"},"content":{"rendered":"\n

The Collabox allows you to easily manage your employees’ expense and mileage accounts. You can also create reports<\/a> related to these expenses for optimal management.<\/p>\n\n

.<\/span><\/p>\n\n

The first step is to configure the mileage in the employee record<\/a>, under the RATE tab. This step is necessary for the calculation of the expenses to be reimbursed to the employee.<\/p>\n\n

\"mileage<\/figure>\n\n

<\/p>\n\n

Next, you need to define your types of expenses. To do so, you click on the “Accounting” tab in the main menu (top of the page). Then select – Define Expense Types<\/strong> – from the left-hand menu. <\/p>\n\n

\"Define<\/figure>\n\n

The Collabox allows you to choose your types of expenses, according to your preferences. You can also edit and add specific fields as needed.<\/p>\n\n

\"\"<\/figure>\n\n

When the configuration is complete, the expense and mileage accounts are filled in via the employee’s timesheet<\/a>. It is up to him to enter his expenses in connection with the right project, customer or service.<\/p>\n\n

\"\"<\/figure>\n\n

<\/p>\n\n

In addition, you can add directly at the bottom of the timesheet, via a custom field<\/a>, the invoices or any other document associated with the expense entered. This greatly facilitates the accounting management of your company.<\/p>\n\n

\"\"<\/figure>\n\n

<\/p>\n\n

For the efficient management of expense accounts, it is possible to create a complete report<\/a> per employee. This report allows for theapproval of expenses<\/a> by a manager (project manager, supervisor, etc.) and the transformation of the expense into a disbursement for the company. The expense is automatically displayed in the monthly list of disbursements.<\/p>\n\n

\"the<\/figure>\n\n

To turn the expense into a disbursement, you must first ensure that the employee is a supplier to your company. Since the expense is always associated with a supplier, this step is crucial. <\/p>\n\n

To do so, click on “add a supplier” in the configuration menu.<\/p>\n\n

\"\"<\/figure>\n\n
\"\"<\/figure><\/div>\n\n

Then, fill in the desired fields so that your employee’s name is the supplier.<\/p>\n\n

Now convert your disbursement via the expense report.<\/p>\n\n

\"\"<\/figure><\/div>\n\n

If you have any questions at any time, you can contact us and we will be happy to answer your questions.<\/p>\n\n

info@collabox.com (418) 907-9274<\/p>\n","protected":false},"excerpt":{"rendered":"

The Collabox allows you to easily manage your employees’ expense and mileage accounts. You can also create reports related to these expenses for optimal management. . The first step is…<\/p>\n","protected":false},"author":1,"featured_media":28171,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[210,257,200],"tags":[],"class_list":{"0":"post-18862","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-accounting","8":"category-disbursed","9":"category-timesheet"},"yoast_head":"\nExpense and mileage accounts - Collabox<\/title>\n<meta name=\"description\" content=\"Expense and mileage accounts can be managed very easily in the Collabox. 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