Report expenses to be reimbursed with attachment
Displays expenses to be reimbursed by expense type with receipts
How this feature creates benefits
With this feature, you receive a targeted report on expenses that employees should be reimbursed. It makes transparent which outlays are reimbursed retroactively – including receipts on individual pages. This gives employees and managers a clear overview.
Managers save time by finding all the information they need in one compact document. This avoids overpayments and strengthens control over expense reports.
How it works
After installation, Vertec automatically creates a report template called "Expenses to be reimbursed with attachment". This template allows you to:
- present all eligible expenses of a particular employee in a structured report
- each expense line is listed and supplemented with the corresponding receipt
- Supporting posts appear on separate pages in the attachment of the report
- Standard integration without manual configuration – easy to use at the push of a button
Knowledge Base Articles
Report expenses to be reimbursed with attachment
Prerequisites
Module “Services & CRM”
Related features
Frequently asked questions
What ERP features does Vertec offer?
From service and expense recording to post-calculation, costing and controlling: With Vertec you are optimally positioned as a project- or mandate-oriented service company. With the Business Intelligence module, you can even visualize data directly in the Vertec interface.
A complete overview can be found in the overview of features.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
Can the expenses be charged to the customer or booked to a project?
Yes, it is possible.
