Edit an expense report

In your point-of-sale software, you can easily generate expense reports for your customers in a few simple steps. Here's how:

Added expense report button

Before you can edit expense reports, you need to add a dedicated button to the interface. Go to the configuration page, 'Actions' section. There, add a new action button, selecting the 'Expense Report' type. Once added, this button will appear in the main sales interface.

Using the expense report button

When you have a confirmed order in progress, you can simply click the 'Expense Report' button. This will automatically generate an expense report for the total amount of the order.

If you wish to generate an expense report for only certain items, click directly on the relevant items in the receipt, then press the 'Expense Report' button. This will generate an expense report for the total amount of the selected items, including the applicable VAT.

Edit an expense report by payment or manual amount

Another option is to click on a payment line already processed in the receipt. After selecting the desired payments, click on 'Expense Report'. The expense report will then be generated for the total amount of the selected payments, with VAT allocated proportionally.

Finally, you can also manually enter an amount for the expense report (which must be less than or equal to the total order amount). Once the amount is entered, press the 'Expense Report' button to obtain the corresponding report, with the VAT also prorated.

There you go, now you know how to easily edit expense reports for your clients in different situations!

Register now
This document is made available under the terms of the licence Creative Commons Attribution 4.0 International (CC BY 4.0) .