RevasOS LearnHow-to create an Expense report
In this guide you will learn how to add an expense report to present the necessary documentation to claim a reimbursement to your organization.
Before you start:
In order to be able to follow this guide you must have alredy created an organization in RevasOS and be a collaborator with the necessary permission to create an expense report. You can find more infos in the page roles and permissions.
Note:
To be able to create an expense report you must create the single expenses first. If you want to learn how you can read the create expense quickstart.
Create an expense report with all the sustained expenses
Once all expenses have been added, at the end of the reporting period for the expense report, you can proceed with the creation of the expense report.
To do so you can follow these steps:
From a desktop device
- Open the Reimbursements app in your RevasOS environment;
- Select My expense reports from the left sidebar;
- Click on New expense report;
- Input the expense report date. All the expenses eegistered prior to this date and not part of another expense report will be added to the new expense report. You will stil be able to add new expenses to the report before it gets approved;
From a mobile device
- Open the Reimbursments app from your Homescreen or via the reimbursments.eu1.revas.app link;
- Open the My expense reports section by using the icon on the left of the bottom bar;
- Click on the + button and select Expens report;
- Input the expense report date. All the expenses eegistered prior to this date and not part of another expense report will be added to the new expense report. You will stil be able to add new expenses to the report before it gets approved;
Note:
If you only see the All expense reports section it means that you only have admin privileges for this app. Please follow the managing collaborator's expenses guide.