Getting started with jb.expense

1. Hand in your first claim

Go to Expense claims and choose Hand in a claim. Choose the Kind (for example food and drink, materials or kilometres), the date and the amount including VAT. Take a photo of the Receipt with your phone, or add the PDF. Write briefly what it was for and tap Hand in.

For Kilometres you only fill in the number of kilometres and the trip. We work out the amount with your business's rate per kilometre.

2. Approve

Whoever approves gets a notice in the bell and on the phone. The claim is under Expense claims in To approve and on My day. Choose Approve, or Decline with a reason. Nobody approves their own claim, except the owner.

Do you also use jb.people? Then the manager of someone's department approves the claim, as with leave.

3. Pay out

Approved claims are under To pay. After the bank transfer choose Mark paid; you can also tick several at once. The person hears it. Download month gives you an overview for the books.

Set up

In Settings > Expenses you choose who approves and pays claims besides the owner, the Rate per kilometre (standard € 0.23 in the Netherlands and € 0.30 in Italy) and whether a receipt is needed.