How do I book expenses paid with a credit card?
In this article we explain how expenses paid with a credit card by a user with a Finance role can be booked to your accounting system.
Note: this action is only possible for a user with the Finance role.
The overview with the expenses to be booked can be seen in the To do tab in the 'manage expenses' view. All expenses with the status approved can be posted to your accounting system.
Make sure you are logged in with your account in the Klippa Web App as a user with the Finance role.
Navigate in the left menu to Manage expenses. All expenses with the status approved can be booked to the accounting system.
Tip: It is advisable to add the Payment method as a column to your dashboard, so that you can see at a glance which declarations have been advanced privately and which have been paid with a business credit card. This is possible via the gear on the right below the Filters button.
Tip: You can filter on certain Payment Methods by using the filters on the top right.
Open the expense that can be booked. Expenses with the status "approved" can be booked to the accounting system. Once all fields are filled, click on Save and book
Note: For expenses with the payment method credit card, the booking must be made on the relevant credit card accounting relation. If this accounting relation does not yet exist, we recommend you to create it in your accounting system. Expenses that have been paid for in advance privately by an employee must be booked on the employee relation from the accounting system.
Tip: Looking for how to book a regular expense? Then read this article
Tip: Looking for how to book an invoice? Then read this article
Note: this action is only possible for a user with the Finance role.
The overview with the expenses to be booked can be seen in the To do tab in the 'manage expenses' view. All expenses with the status approved can be posted to your accounting system.
Make sure you are logged in with your account in the Klippa Web App as a user with the Finance role.
Navigate in the left menu to Manage expenses. All expenses with the status approved can be booked to the accounting system.
Tip: It is advisable to add the Payment method as a column to your dashboard, so that you can see at a glance which declarations have been advanced privately and which have been paid with a business credit card. This is possible via the gear on the right below the Filters button.
Tip: You can filter on certain Payment Methods by using the filters on the top right.
Open the expense that can be booked. Expenses with the status "approved" can be booked to the accounting system. Once all fields are filled, click on Save and book
Note: For expenses with the payment method credit card, the booking must be made on the relevant credit card accounting relation. If this accounting relation does not yet exist, we recommend you to create it in your accounting system. Expenses that have been paid for in advance privately by an employee must be booked on the employee relation from the accounting system.
Tip: Looking for how to book a regular expense? Then read this article
Tip: Looking for how to book an invoice? Then read this article
Updated on: 14/05/2024
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