Azets Expense usermanual

The first thing you see after logging in is your Dashboard. Here, you can switch companies by clicking on the current company name.

By clicking on the Plus symbol on the right side of the screen, you can add a new expense or a new expense report.

On the Dashboard, you can also view and manage your pending reports, expenses, and tasks.

The next function in the menu on the left is New Expense. Here, you can create a new expense by selecting the organization you want to use, or proceed to the next step if you are only registered with one organization. You can also choose the type of expense you want to add.

Your expense reports are gathered here under the next function in the menu. Pending reports show reports you have not yet submitted to your employer. Sent reports display reports you have sent for approval. If you click on a sent report and scroll all the way down, you can view the report history. In the report history, you can see whether the report has been approved or not. If it has been approved, you can see who approved it.

This is your task list. When you have a new task, a red symbol will appear in the menu. If you approve other users' expense reports, the reports awaiting approval will be listed under your task list. Once you have addressed the report, it will be moved to Cleared. If you have sent a receipt via email to Azets Expense and are registered with multiple organizations, you will find the receipt under your task list and can link it to the correct company from there.

Here you will see messages sent to you from the system or from the company. For example, you may receive messages if your expense report is approved or rejected.

Under Settings, you can customize your Azets Expense experience.

• Change language
• Change date format
• Change profile picture
• Change currency
• Activate automatic receipt analysis
• Toggle automatic VAT calculation on/off
• Add new email addresses you can send receipts from

If you receive receipts to your email, you can easily forward them to expense.no@azets.com

Once the receipt is processed, an expense will automatically be created on your account, which you can then add to an expense report. Remember, you must send the receipt from an email address that is linked to your user account.

Log out of your account.

• Tap the plus button at the bottom of the screen.
• Select "New Expense." This function will have different options depending on the company's settings.
• Take a picture of the receipt (the camera function will open automatically).
• Fill in the relevant fields and check that Category, Purchase Date, Amount, VAT, and Currency are correct (these will be filled in automatically after the receipt is scanned). Note that which fields are visible may vary due to the organization’s settings.
• Save, and you’re done!

• Click the plus button at the top right.
• Select "New Expense." You will see different options depending on your organization’s settings.
• Attach the receipt by dragging and dropping it or clicking to select it from your hard drive.
• Fill in the relevant fields and check that Category, Purchase Date, Amount, VAT, and Currency are correct (these will be filled in automatically after the receipt is scanned). Note that which fields are visible may vary due to your organization’s settings.
• Save, and you’re done!

When you have taken a picture of the receipt, there are three things you need to do (aside from ensuring that the receipt details are correct in the expense):

• Ensure that the category is set to representation. The easiest way to check this is by looking at the category name or seeing if the representation box is visible (see the next point). When you take a picture of the receipt, Azets Expense automatically interprets it and assigns a category as shown in the image. Note that the category name may vary depending on your company. If the category is incorrect, click on it and select the correct category from the list.
• Fill in who attended the representation. You can add participants one by one directly in the expense under representation, or, if you prefer to attach a guest list, check the box for Attach participant list. Remember to specify the number of guests who attended and upload the guest list under Attachments before submitting your expense. Also, select the type of representation under Type. Note that, depending on the company's settings, Type may not be available, and other mandatory fields may be visible.
• Finish by clicking the Save button at the bottom.

When you have attached the receipt, there are three things you need to do (aside from ensuring the receipt details are correct in the expense):

• Ensure the category is set to representation. The easiest way to check this is by looking at the category name or whether the representation fields are visible (see the next point). When you take a picture of your receipt, Azets Expense automatically interprets the receipt and assigns it a category as shown in the image. Be aware that the category name might vary depending on your company. If the category is incorrect, click on it and select the correct one from the list.
• Fill out who attended the representation. You can either add participants one by one directly in the expense under Representation or attach a participant list. To attach a participant list, check the box for Attach participant list. Remember to specify the number of guests who attended and upload the participant list under Additional attachments before submitting your expense. Also, select the type of representation under Type.
• Finish by clicking the Save button at the bottom.

• Press the Plus button at the bottom.
• Select New Mileage Allowance.
• Fill in the relevant fields. By entering the address where you started the trip (origin) and the address of your destination (destination), you will receive a map of the fastest route and the number of kilometers (or miles, if applicable). Select Round trip if you traveled the same way back.
• Press the save icon in the upper right corner, and you're done!

• Press the Plus button.
• Select New Mileage.
• Fill in the relevant fields. Depending on your organization’s settings and country, available fields may vary. By entering the address where you started the trip (From) and the address of your destination (To), you will get a map of the fastest route and the number of kilometers (or miles, if applicable). Select the round trip icon if you traveled the same route back.
• Save, and you're done!

1. Click on New Expense and select New Per Diem Allowance.
2. Click on the option for Per Diem Abroad or Per Diem Domestic.

Domestic Per Diem:

• Fill in the dates and times for the trip. Click on the checkbox at the top right of the page to save the allowance.

Abroad Per Diem:

• Fill in the dates and times for the trip. You must also add the destination. Click on the checkbox at the top right of the page to save the allowance.

Click on New Expense and select New Per Diem Allowance.

Click on the option for Allowance Abroad or Allowance Domestic.

Domestic Allowance

• Fill in the dates and times for the trip and click Save when you are finished with the allowance.

Abroad Allowance

• Fill in the dates and times for the trip. You must also add the destination. Click Save when you are finished with the allowance.

1. Tap the plus button at the bottom.
2. Click on Create Expense Report.
3. Give the expense report a name in Purpose/Description. If you want, you can add a comment in the comments field.
4. Select which expenses you want to include in the report. You can either add expenses individually by selecting them or choose Add All.
5. If you want, you can preview the report by clicking on Preview; otherwise, click Submit Report and you're done!

1. Click the plus button on the right.
2. Click on Create Expense Report in the popup window.
3. Give the expense report a name in Description. If you want, you can add a comment in the comments field.
4. Select which expenses you want to include in the report. You can either add expenses individually by selecting them or choose Add All.
5. If you want, you can preview the report by clicking on Preview; otherwise, click Submit and you're done!