Expense reports

What is the purpose of an expense report?

An expense report is a supporting document that displays a total amount (or an amount defined by the merchant) without showing the details of the items. However, it does show the amount of VAT.

Expense report for the entire order

You can generate an expense report for the entire order.

Expense report for part of the order

Option 1: From a payment

To generate an expense report for part of the order, click on the line corresponding to a payment, then click the "Expense Report" button. The software will then generate an expense report for the amount of the selected payment.

Option 2: By entering an amount

You can also enter the amount of the expense report using the keypad (this amount must be less than the total amount of the order), then press the "Expense Report" action.

The software will then ask you to enter a name for this expense report, for example: "meal expense report". The expense report will then be displayed with the chosen amount.

Mention of quote or order number

If the order is validated, the document will indicate the order number.

If the order has not yet been validated, the document will clearly display the mention "Quote" to indicate that the order is still in the quote stage.

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