Submit Card report

• How to add documents to your card transactions?

  The credit card transactions are imported by a Finance user on a weekly basis. Each import leads to a separate card report. Make sure you are logged in to the Web App. Navigate to My reports in the left menu. Click on Card. You areFew readers

• How do I re-submit a card expense with status incomplete in the Web App?

  Make sure you are logged in to the Web App. Navigate to My reports in the left menu. Click on Card. You are now in the card reports overview. Click on the report with the status Incomplete. Click on the expense with the status Incomplete. If a comment has been given, you can see why the expense is incomplete. Adjust the expense according to thFew readers

• How to submit a card report using the Web App?

  In this article we explain how to submit your card report. Make sure you are logged in to the Web App. Navigate to My reports in the left menu. Click on Card. You are now in the card reports overviFew readers

Submit Out of pocket report

• How to create an out-of-pocket report in the Web App?

  You can bundle out-of-pocket expenses in a report. Bundle all your expenses in a report, for example of one specific month or of your business trip, and submit your report. Your report will then be approved as one bundle and processed further. In this article we explain how you can create a new report. Make sure you are logged in to the Web App. Navigate to My reports in the left menu. Click on Out of pocket. You are now in the out of pocket reports overview. Click on tFew readers

• How to add an expense to an out-of-pocket report in the Klippa Web App?

  You can bundle expenses in a report. Bundle all your expenses for, for example, one specific month or your business trip in a report and submit your report. Your report will then be approved as one bundle and processed further. Make sure you are logged in to the Web App. Navigate to My reports in the left menu. Click on Out of pocket. You are now in the out of pocket reports overview. Choose an unsubmitted report to which you want to add an expense. (https://storage.Few readers

• How to add a travel expense to your out-of-pocket report in the Web App?

  Make sure you are logged in to the Web App. Navigate to My reports in the left menu. Click on Out of pocket. You are now in the out of pocket reports overview. Choose a report to which you want to add a travel expense. Click on Add at the top right of the screen and choose Mileage claim. (https://storage.crisp.chat/users/helpdesk/website/4caeFew readers

• How to submit an out-of-pocket report using the Web App?

  You can bundle expenses in a report. Bundle all your expenses for, for example, one specific month or your business trip in a report and submit your report. Your report will then be approved as one bundle and processed further. In this article we explain how to submit your report. Make sure you are logged in to the Web App. Navigate to My reports in the left menu. Click on Out of pocket. You are now in the out of pocket reports overview. Click on the report you wantFew readers

• How do I re-submit an out-of-pocket expense with status incomplete in the Web App?

  Make sure you are logged in to the Web App. Navigate to My reports in the left menu. Click on Out of pocket. You are now in the out of pocket reports overview. Click on the report with the status Incomplete. Click on the expense with the status Incomplete. If a comment has been given, you can see why the expense is incomplete. Adjust the expenFew readers

• How to exclude a rejected out-of-pocket expense from a report in the Klippa Web App?

  You can bundle expenses in a report. Bundle all your expenses for, for example, one specific month or your business trip in a report and submit your report. Your report will then be approved as one bundle and processed further. Make sure you are logged in to the Web App. Navigate to My reports in the left menu. Click on Out of pocket. You are now in the out of pocket reports overview. Choose the Denied report from which you want to exclude an expense. (https://stFew readers

Approve Card report

• How to approve card expenses in the Klippa Web App?

  Make sure you are logged in to the Web App. Navigate to Manage reports in the left menu. Click on Card. In your to do list you will find an overview of reports that you have to approve. Click on the report you want to approve. You will now see the overview of the expenses in this report. (https://storage.crisp.chat/users/helpdesk/website/4cae8d8Few readers

Approve Out of pocket report

• How to approve out-of-pocket expenses in the Klippa Web App?

  Make sure you are logged in to the Web App. Navigate to Manage reports in the left menu. Click on Out of pocket. In your to do list you will find an overview of reports that you have to approve. Click on the report you want to approve. You will now see the overview of the expenses in this report. (https://storage.crisp.chat/users/helpdesk/websiteFew readers