Expense reports startup/en - Revision history

TR at 14:20, 26 March 2026

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TR at 11:39, 19 July 2017

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TR at 10:23, 25 January 2016

2016-01-25T10:23:23Z

@@ Line 150: / Line 150: @@
 |-
 !Date
-|The purchase price on the receipt.
+|The purchase date on the receipt.
 |-
 !Text

@@ Line 234: / Line 234: @@
 When the expense is ready for approval, the status can be changed from Not ready to Submitted by clicking on the Submitted heading.
-{{ExpandImage|GL-ERS-EN-Bild12.png}}
+{{ExpandImage|GL-ERS-EN-Bild13.png}}
 == Approval of expenses ==
@@ Line 244: / Line 244: @@
 To approve an expense, select the expense and click the Approve button.
 In the expense report you can see earlier approvals and how the expense has been reported. You can also change the approval: if it is going to be finally approved, pre-approves or if the approver should be someone else.
 The options concerning approval can be set as default, depending on user settings in System | Base registers | Users, Approval tab.
-{{ExpandImage|GL-ERS-EN-Bild14.png}}
+{{ExpandImage|GL-ERS-EN-Bild15.png}}
 {|class=mandeflist
@@ Line 270: / Line 271: @@
 Log in to Marathon Pocket and open the Approval module. Select the invoice to approve and press the button Approve invoice.
-{{ExpandImage|GL-ERS-EN-Bild15.png}}  {{ExpandImage|GL-ERS-EN-Bild16.png}}
+  {{ExpandImage|GL-ERS-EN-Bild16.png}}  {{ExpandImage|GL-ERS-EN-Bild17.png}}
 In the approval view you can choose between final approval and pre-approval, and change to another approver.
@@ Line 276: / Line 277: @@
 Here you can also select amount to approve.
-{{ExpandImage|GL-ERS-EN-Bild17.png}}
+{{ExpandImage|GL-ERS-EN-Bild18.png}}
 == Book an expense ==
 When an expense report is approved and you want to book it, select it in the lsst and use the Book button.
 Enter accounting date and press OK.
-{{ExpandImage|GL-ERS-EN-Bild18.png}}
+{{ExpandImage|GL-ERS-EN-Bild19.png}}
 The expense report will be automatically posted based on the accounts that has been set for the different expense types.
 When the posting is saved, a voucher is created and will be included in payments of suppliers’ invoices.
 [[Category: GL-ERS-EN]]

@@ Line 193: / Line 193: @@
 To create a new expense, use the + New expense report button and enter the heading for the expense report. When the heading is saved, the expense will automatically be marked as Not ready.
-{{ExpandImage|GL-ERS-EN-Bild9.png}}  {{ExpandImage|GEN-ERS-EN-Bild10.png}}
+{{ExpandImage|GL-ERS-EN-Bild9.png}}  {{ExpandImage|GL-ERS-EN-Bild10.png}}
 The contents of the expense report can be registered using the + New receipt button. Each new receipt represents a row in the expense report.
@@ Line 199: / Line 199: @@
 You can move between columns by scrolling in the column header or using the arrow at the bottom right.
-{{ExpandImage|GL-ERS-EN-Bild11.png}}  {{ExpandImage|GEN-ERS-EN-Bild12.png}}
+{{ExpandImage|GL-ERS-EN-Bild11.png}}  {{ExpandImage|GL-ERS-EN-Bild12.png}}
 {|class=mandeflist
@@ Line 270: / Line 270: @@
 Log in to Marathon Pocket and open the Approval module. Select the invoice to approve and press the button Approve invoice.
-{{ExpandImage|GL-ERS-EN-Bild15.png}}  {{ExpandImage|GEN-ERS-EN-Bild16.png}}
+{{ExpandImage|GL-ERS-EN-Bild15.png}}  {{ExpandImage|GL-ERS-EN-Bild16.png}}
 In the approval view you can choose between final approval and pre-approval, and change to another approver.
@@ Line 287: / Line 287: @@
 When the posting is saved, a voucher is created and will be included in payments of suppliers’ invoices.
-{{ExpandImage|GLN-ERS-EN-Bild19.png}}
+{{ExpandImage|GL-ERS-EN-Bild19.png}}
 [[Category: GL-ERS-EN]]

← Older revision		Revision as of 09:26, 24 March 2026
Line 288:		Line 288:

	{{ExpandImage\|GLN-ERS-EN-Bild19.png}}		{{ExpandImage\|GLN-ERS-EN-Bild19.png}}
		+
		+	[[Category: GL-ERS-EN]]
		+	[[Category: General ledger]]
		+	[[Category: Manuals]]

@@ Line 38: / Line 38: @@
 Authorisation for expenses is set up in System | Authorisation under the headings: Accounting| Expenses.
-{{ExpandImage|GEN-ERS-EN-Bild1.png}}
+{{ExpandImage|GL-ERS-EN-Bild1.png}}
 == Expense types ==
 Different expense types make it easier for employees to create expense reports. The expense types are displayed in a drop-down menu when an expense report is created. The expense types also simplify accounting. The expense types are set up in Accounting | Backoffice | Base registers, General ledger tab
-{{ExpandImage|GEN-ERS-EN-Bild2.png}}
+{{ExpandImage|GL-ERS-EN-Bild2.png}}
 {|class=mandeflist
@@ Line 73: / Line 73: @@
 Project purchases are posted to the Account for project purchases set in the parameters in Accounting | Backoffice | Base registers, the Purchase ledger tab.
 === Representation ===
 When booking expenses from representation, the posting of VAT has to be made manually.
 '''Example Internal Representation'''
-{{ExpandImage|GEN-ERS-EN-Bild3.png}}
+{{ExpandImage|GL-ERS-EN-Bild3.png}}
 ''' Example Wellness benefit '''
-{{ExpandImage|GEN-ERS-EN-Bild4.png}}
+{{ExpandImage|GL-ERS-EN-Bild4.png}}
 == Reimbursement of expenses ==
 The payment to the employee is done in the same way as a payment is made to a supplier. Bank account without notification is the payment method most suitable for reimbursement.
@@ Line 114: / Line 114: @@
 If an expense is marked as a corporate card, the normal balance sheet account must be replaced with the account that is set for corporate card in the parameters in Accounting | Backoffice | Base registers, General ledger tab.
-{{ExpandImage|GEN-ERS-EN-Bild5.png}}
+{{ExpandImage|GL-ERS-EN-Bild5.png}}
 === Parameters===
@@ Line 123: / Line 123: @@
 Check the box Holder of corporate card in System | Base registers | Users, Expenses tab.
-{{ExpandImage|GEN-ERS-EN-Bild6.png}}
+{{ExpandImage|GL-ERS-EN-Bild6.png}}
 When checked, a new column Corporate card will be displayed to the user when making an expense report.
@@ Line 133: / Line 133: @@
 In order for users who hold corporate cards to submit their expense reports, the rows must be marked with Yes or No in the Corporate Card column.
 == Create an expense report ==
 An expense report can be created in both Marathon Office and Marathon Pocket. Below is a description of how to do this in both places.
@@ Line 140: / Line 140: @@
 Fill in the report line by line and use the expense types to obtain information about what details should be entered in the columns.
-{{ExpandImage|GEN-ERS-EN-Bild7.png}}
+{{ExpandImage|GL-ERS-EN-Bild7.png}}
 {|class=mandeflist
@@ Line 189: / Line 189: @@
 Log in to Marathon Pocket and open the Expenses module.
-{{ExpandImage|GEN-ERS-EN-Bild8.png}}
+{{ExpandImage|GL-ERS-EN-Bild8.png}}
 To create a new expense, use the + New expense report button and enter the heading for the expense report. When the heading is saved, the expense will automatically be marked as Not ready.
-{{ExpandImage|GEN-ERS-EN-Bild9.png}}  {{ExpandImage|GEN-ERS-EN-Bild10.png}}
+{{ExpandImage|GL-ERS-EN-Bild9.png}}  {{ExpandImage|GEN-ERS-EN-Bild10.png}}
 The contents of the expense report can be registered using the + New receipt button. Each new receipt represents a row in the expense report.
@@ Line 199: / Line 199: @@
 You can move between columns by scrolling in the column header or using the arrow at the bottom right.
-{{ExpandImage|GEN-ERS-EN-Bild11.png}}  {{ExpandImage|GEN-ERS-EN-Bild12.png}}
+{{ExpandImage|GL-ERS-EN-Bild11.png}}  {{ExpandImage|GEN-ERS-EN-Bild12.png}}
 {|class=mandeflist
@@ Line 235: / Line 235: @@
 When the expense is ready for approval, the status can be changed from Not ready to Submitted by clicking on the Submitted heading.
-{{ExpandImage|GEN-ERS-EN-Bild12.png}}
+{{ExpandImage|GL-ERS-EN-Bild12.png}}
 == Approval of expenses ==
@@ Line 245: / Line 245: @@
 To approve an expense, select the expense and click the Approve button.
-{{ExpandImage|GEN-ERS-EN-Bild13.png}}
+{{ExpandImage|GL-ERS-EN-Bild13.png}}
 In the expense report you can see earlier approvals and how the expense has been reported. You can also change the approval: if it is going to be finally approved, pre-approves or if the approver should be someone else.
@@ Line 251: / Line 251: @@
 The options concerning approval can be set as default, depending on user settings in System | Base registers | Users, Approval tab.
-{{ExpandImage|GEN-ERS-EN-Bild14.png}}
+{{ExpandImage|GL-ERS-EN-Bild14.png}}
 {|class=mandeflist
@@ Line 267: / Line 267: @@
 |}
 === Marathon Pocket ===
 Log in to Marathon Pocket and open the Approval module. Select the invoice to approve and press the button Approve invoice.
-{{ExpandImage|GEN-ERS-EN-Bild15.png}}  {{ExpandImage|GEN-ERS-EN-Bild16.png}}
+{{ExpandImage|GL-ERS-EN-Bild15.png}}  {{ExpandImage|GEN-ERS-EN-Bild16.png}}
 In the approval view you can choose between final approval and pre-approval, and change to another approver.
@@ Line 276: / Line 276: @@
 Here you can also select amount to approve.
-{{ExpandImage|GEN-ERS-EN-Bild17.png}}
+{{ExpandImage|GL-ERS-EN-Bild17.png}}
 == Book an expense ==
@@ Line 282: / Line 282: @@
 Enter accounting date and press OK.
-{{ExpandImage|GEN-ERS-EN-Bild18.png}}
+{{ExpandImage|GL-ERS-EN-Bild18.png}}
 The expense report will be automatically posted based on the accounts that has been set for the different expense types.
 When the posting is saved, a voucher is created and will be included in payments of suppliers’ invoices.
-{{ExpandImage|GEN-ERS-EN-Bild19.png}}
+{{ExpandImage|GLN-ERS-EN-Bild19.png}}

← Older revision		Revision as of 08:50, 25 October 2023
Line 1:		Line 1:
	__FORCETOC__		__FORCETOC__
		+
		+	Describes the preparations you must make in order for the Expense reporting to work properly.

	== Settings ==		== Settings ==

← Older revision		Revision as of 11:39, 19 July 2017
Line 136:		Line 136:
	{{ExpandImage\|GL-ERS-EN--Bild2.png}}		{{ExpandImage\|GL-ERS-EN--Bild2.png}}

−	[[Category:GL-ERS-EN-]] [[Category:Manuals]] [[Category:~~PRO~~]]	+	[[Category:GL-ERS-EN-]] [[Category:Manuals]] [[Category:Accounting]]

@@ Line 5: / Line 5: @@
 === Parameters ===
-Set parameters in {{pth|System|Base registers/GL/Parameters}} Registration/Expenses.
+Set parameters in Base registers/GL/Parameters/Registration/Expenses.
 {{ExpandImage|GL-ERS-EN--Bild1.png}}
@@ Line 11: / Line 11: @@
 {|class=mandeflist
 |'''Liabilities acc for expense reporting'''
-|Enter account. If payments shall be sent via Marathon, make sure that the account is assigned to the Purchase Ledger. The account must also have assignments to Cost objects ({{pth|System|Base 							registers/GL/Accounts}}).
+|Enter account. If payments shall be sent via Marathon, make sure that the account is assigned to the Purchase Ledger. The account must also have assignments to Cost objects (Base 							registers/GL/Account).
 |-
 |'''VAT mandatory in entries of expenses'''
@@ Line 26: / Line 26: @@
 |-
 |'''Expenses directly to approval'''
-|Check the box if an expense report directly can be approved by the immediate superior. If left unchecked, the accounting department approves the report (in Bookkeeping/ Expense reports watch list) and checks the box Ready for approval before the immediate superior gets to see it and finally approve it.If checked, and the immediate superior is stated on the user ({{pth|System|Base								registers/General/Users}}, tab Other) he/she will see the report directly in {{pth|Project|Approval}}.
+|Check the box if an expense report directly can be approved by the immediate superior. If left unchecked, the accounting department approves the report (in Bookkeeping/ Expense reports watch list) and checks the box Ready for approval before the immediate superior gets to see it and finally approve it.If checked, and the immediate superior is stated on the user (Base 								registers/General/Users, tab Other) he/she will see the report directly in Project/Approval
 |-
 |'''Book only finally approved expenses'''
@@ Line 34: / Line 34: @@
 === Authorisation ===
-Set authorisation levels for the expenses module in {{pth|System|Authorisation}} under Bookkeeping and connect them to the user in {{pth|System|Base  registers/General/Users}}, tab Authorisation.
+Set authorisation levels for the expenses module in Administration/Authorisation under Bookkeeping and connect them to the user in Base registers/General/Users, tab Authorisation.
 === Cost objects ===
-Set up new cost objects in {{pth|System|Base registers/GL/Cost objects}}. Use the same code as user- and employee codes.
+Set up new cost objects in Base registers/GL/Cost objects. Use the same code as user- and employee codes.
 === Expense types ===
-By using different expense types, entering expense reports as well as booking them will be easier. The different types can be selected from a drop-down menu. Yet we recommend not having too many expense types. Create new and administrate expense types in {{pth|System|Base registers/GL/Expense types}}.
+By using different expense types, entering expense reports as well as booking them will be easier. The different types can be selected from a drop-down menu. Yet we recommend not having too many expense types. Create new and administrate expense types in Base registers/GL/Expense types.
 {{ExpandImage|GL-ERS-EN--Bild11.png}}
@@ Line 57: / Line 57: @@
 |-
 |'''Contra account for project purchases'''
-|A rarely used setting. An account in credit can be stated when an expense is entered on a project. (The account for project purchases set in the parameters in {{pth|System|Base registers/PL/Parameters/Preliminary entering}} will be automatically debited).
+|A rarely used setting. An account in credit can be stated when an expense is entered on a project. (The account for project purchases set in the parameters in Base registers/PL/Parameters/Preliminary entering will be automatically debited).
 |-
 |'''Project mandatory'''
@@ Line 72: / Line 72: @@
 |}
-Project purchases are posted on the account for purchases stated in the parameters in {{pth|System|Baseregisters/PL/Parameters/Preliminary entering}}.
+Project purchases are posted on the account for purchases stated in the parameters in Base registers/PL/Parameters/Preliminary entering
 {{ExpandImage|GL-ERS-EN--Bild7.png}}
@@ Line 106: / Line 106: @@
 {| class=mandeflist
 |'''Supplier'''
-|If the disbursement is executed via Marathon, the employee has to be filed as a supplier in {{pth|System|Base registers/PL/Supplier}} with the same code as his/her employee- and user codes.
+|If the disbursement is executed via Marathon, the employee has to be filed as a supplier in Base registers/PL/Supplier with the same code as his/her employee- and user codes.
 |}
@@ Line 136: / Line 136: @@
 {{ExpandImage|GL-ERS-EN--Bild2.png}}
-[[Category:GL-ERS-EN-]] [[Category:Manuals]] [[Category:ACC]]
+[[Category:GL-ERS-EN-]] [[Category:Manuals]] [[Category:PRO]]