How to book a report in the Klippa Web App?
Note: this action is only possible if your company uses the Reports module. The Reports module is not available by default in SpendControl. Contact your account manager for more information.
Note: only reports that have been fully approved can be booked.
In SpendControl you can bundle expenses into a report. Bundle all your expenses for a specific month or for your business trip in a report and submit it. Your report will then be assessed and processed as one bundle.
Make sure you are logged in to the Klippa Web App.
In the menu on the left, navigate to Manage reports. You are now in the reports overview. Choose the report you want to book.
Click on Start booking.
Fill in the fields Provider, Division and Journal and click on Save. Then you will be guided to set up the booking lines for each expense.
Fill in the booking lines for each of the expenses and click on Save. When you are done with the booking lines, click on Book report at the bottom right of the screen. Your report has now been booked.
Note: only reports that have been fully approved can be booked.
In SpendControl you can bundle expenses into a report. Bundle all your expenses for a specific month or for your business trip in a report and submit it. Your report will then be assessed and processed as one bundle.
Make sure you are logged in to the Klippa Web App.
In the menu on the left, navigate to Manage reports. You are now in the reports overview. Choose the report you want to book.
Click on Start booking.
Fill in the fields Provider, Division and Journal and click on Save. Then you will be guided to set up the booking lines for each expense.
Fill in the booking lines for each of the expenses and click on Save. When you are done with the booking lines, click on Book report at the bottom right of the screen. Your report has now been booked.
Updated on: 20/02/2024
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