How to add expense invoices on the Sessions page

Content of the instructions:

1. Create an expense invoice

2. Editing an expense invoice

3. Processing expense invoices

These instructions go through the creation, editing and processing of expense invoices in Koho.

Create an expense invoice

Expense invoices can be created in Koho for travel expenses. An expense invoice can include travel days, mileage and other expenses.

Opening an expense invoice

• Click + Expense.

• Alternatively, click the car icon next to the + Session button if the shortcut button is enabled.
  

Expense Invoice Fields

In the expense invoice creation view, you enter basic information, travel days, driving distances and expenses.

• You can open more fields by pressing the "+ Add" button.

To save, select Save or + Confirm, and the expense invoice will be transferred directly to the "Unconfirmed" tab.

Editing an expense invoice

An expense invoice can be edited if it has not yet been confirmed. Open the edit view by clicking on the expense invoice row on the "Unconfirmed" tab.

Functions

• Delete: Deletes the entire expense note

• Copy: Creates a copy that you can edit

• Excel: Upload the contents of the expense invoice to Excel

• Make the necessary changes and save with either the Save or + Confirm button

Processing expense invoices

Confirmed expense notes are transferred to the Invoices > Expense > Unapproved view.

Functions

• Narrow your search by date, employee, or project

• Click on an expense note to view its contents

• Archive: Approves and archives the expense invoice

• Return: Move the expense invoice back to the "Not confirmed" tab

N.B: Expense invoices can be uploaded to Excel in the "Unconfirmed" view by clicking on the Excel button.