Discover the expense account management module now! [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” global_colors_info=”{}”]<\/p>\n The expense software management module is organized on five pages :<\/p>\n With the dematerialization of the expense management process, you will save time in the administrative management of travel expenses. Also, if you select the SaaS mode, you don’t have to worry about the maintenance of this online solution.<\/p>\n Prior to undertaking an expense (e.g. for business travel), the employee can submit a travel request to their manager for validation. This request recaps the various expenses foreseen. Future expenses can thus be controlled in advance.<\/p>\n Further to an expense, the employee can submit an expense account request which must also be validated by their manager. The expense account request uses the same model as the travel request. The only difference being that it corresponds to the real expenses generated which require a reimbursement. Once validated by the manager, the expense request is transferred to the expense management module administrator (the accountant or any other person assigned for this task) so the payment can be made.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ module_class=”vertical-align” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n In order to speed up the creation of a new request, the employee can take a past request as a model and load it as a new request. This is very convenient when submitting requests which are similar and recurrent.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”] To submit a new request, the employee begins by selecting the dates, the type of travel, and the purpose of the expense incurred.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ module_class=”vertical-align” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n Next the employee adds the expenses to their request. There are 4 main families for expenses : transport, accommodation, meals and other (for items which are not covered in the other three families).<\/p>\n For a transport expense, the employee gives the means of transport, the date, departure and arrival time, and the cost. In the case of travelling by car they must give the number of kilometers and the cost per kilometer. Mileage expenses can be configured. For accommodation and meal expenses, the employee just has to indicate the place, the number of times, the unit cost and the total cost. Finally for the \u201cother\u201d expense type, the employee must give the purpose of the expense, the unit cost, the quantity and total cost.<\/p>\n To simplify the task of the employee submitting the request, as soon as they input a unit cost and a quantity, the total expense cost is automatically calculated.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”] Each expense input is added to the expense recap table which lists all the expenses input for the same request. The employee can edit and delete the different expenses they input. They can also view the total cost of their request which is automatically updated in the case of additions and modifications. Once completed, the employee can submit their expenses to their manager for validation.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ module_class=”vertical-align” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n The user has a record of all the requests made on the same page. This record contains the expense details as well as status of each request. The user can also print, if necessary, the request in a suitable size to forward it in paper format. In addition, the user can delete requests.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”] As soon as a new request is submitted for validation, the manager receives notification by email inviting them to log on to the system to validate the request which appears in the list of pending requests. The manager can thus approve or reject, giving reasons for their decision. Once the request is approved, it is transmitted to the accountant in charge, who also has the possibility to approve or reject the request.<\/p>\n On the validation page the requests submitted record and the leave schedule can also be viewed. This is a valuable decision-making aid.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”] Expense report management software module Its featuresAllow all types of expense reports and travel requests to be managed (business travel, purchases, etc…).Enable the employee to submit a mission order request before travelling and then an expense account based on the mission order once the travel is completed.Give request history access to the employee and enable […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":238,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"Ses fonctionnalit\u00e9s :\r\n
\nDemo request<\/span><\/a><\/p>\n<\/div>\nFeatures overview<\/h2>\n
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Travel and expense request<\/h3>\n
![\"use](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2018\/12\/use-past-travel-request.png\")
<\/a><\/span>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ module_class=”vertical-align” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]![\"travel](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2018\/12\/travel-request.png\")
<\/a><\/span>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n![\"add](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2018\/12\/add-expense.png\")
<\/a><\/span>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ module_class=”vertical-align” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]![\"expenses](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2018\/12\/expenses-summary.png\")
<\/a><\/span>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n![\"travel](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2018\/12\/travel-requests-history.png\")
<\/a><\/span>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ module_class=”vertical-align” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\nRequest validation<\/h3>\n
![\"request](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2018\/12\/request-approval.png\")
<\/a><\/span>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"\r\n\t
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![\"Processus](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2009\/04\/Processus-des-demandes-de-d\u00e9penses.png\" "\\"Processus")
<\/a><\/span><\/p>\r\n\r\nLe module logiciel de gestion des d\u00e9penses repose sur quatre pages :\r\n\r\n\t
Demande de d\u00e9placement et note de frais<\/h2>\r\nPr\u00e9alablement \u00e0 un engagement de d\u00e9penses (pour un d\u00e9placement par exemple), l'employ\u00e9 a la possibilit\u00e9 de soumettre pour approbation \u00e0 son manager une demande de d\u00e9placement. Cette demande r\u00e9capitulera les diff\u00e9rentes d\u00e9penses pr\u00e9vues. Ceci permet d'avoir un contr\u00f4le a priori sur les d\u00e9penses futures.\r\n\r\nSuite \u00e0 une d\u00e9pense, l'employ\u00e9 peut soumettre une demande de note de frais qui devra \u00e9galement \u00eatre valid\u00e9e par son manager. La note de frais est exactement sur le m\u00eame mod\u00e8le que la demande de d\u00e9placement. La seule diff\u00e9rence est qu'elle correspond \u00e0 des frais r\u00e9ellement engag\u00e9s qui doivent faire l'objet d'un remboursement. C'est pourquoi, apr\u00e8s validation du manager, la note de frais est transmise \u00e0 l'administrateur du module de gestion des d\u00e9penses (le comptable ou toute autre personne d\u00e9sign\u00e9e pour ce r\u00f4le) qui effectuera le paiement de celle-ci.\r\n\r\nAfin d'acc\u00e9l\u00e9rer la cr\u00e9ation d'une nouvelle demande, l'employ\u00e9 a la possibilit\u00e9 de se baser sur une demande pass\u00e9e et de la charger comme base d'une nouvelle demande. Ceci est tr\u00e8s pratique pour la soumission de demandes similaires r\u00e9currentes.\r\n\r\n
![\"utilisation](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2009\/04\/utilisation-demande.png\" "\\"utilisation")
<\/a><\/span>\r\n\r\nPour soumettre une nouvelle demande, l'employ\u00e9 commence par s\u00e9lectionner les dates, le type de d\u00e9placement et la raison de cet engagement de d\u00e9penses.\r\n\r\n![\"demande](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2009\/04\/demande-deplacement.png\" "\\"demande")
<\/a><\/span>\r\n\r\nEnsuite l'employ\u00e9 ajoute des d\u00e9penses \u00e0 sa demande. Il existe 4 grandes familles de d\u00e9penses : transport, h\u00e9bergement, repas et autre (pour tout ce qui ne rentre pas dans les trois premi\u00e8res familles).\r\n\r\nPour une d\u00e9pense de transport, l'employ\u00e9 renseigne le moyen de transport, les dates et heures de d\u00e9part, l'heure d'arriv\u00e9e et le co\u00fbt. S'il se d\u00e9place en voiture, il doit \u00e9galement renseigner le nombre de kilom\u00e8tres et le co\u00fbt kilom\u00e9trique. Pour une d\u00e9pense d'h\u00e9bergement et une d\u00e9pense de repas, l'employ\u00e9 indique simplement le lieu, le nombre d\u2019occurrences, le co\u00fbt par occurrence et le co\u00fbt total. Enfin, pour le type de d\u00e9pense \"autre\", l'employ\u00e9 indique l'objet de la d\u00e9pense, le co\u00fbt unitaire, la quantit\u00e9 et le co\u00fbt total.\r\n\r\nAfin de faciliter la t\u00e2che de l'employ\u00e9 qui soumet une demande, d\u00e8s qu'il entre un co\u00fbt par occurrence et une quantit\u00e9, le co\u00fbt total de la d\u00e9pense est automatiquement calcul\u00e9.\r\n\r\n![\"ajout](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2009\/04\/ajout-depense.png\" "\\"ajout")
<\/a><\/span>\r\n\r\nChaque d\u00e9pense entr\u00e9e vient s'ajouter dans la table r\u00e9capitulative des d\u00e9penses o\u00f9 on a un r\u00e9capitulatif de toutes les d\u00e9penses entr\u00e9es pour une m\u00eame demande. Il est possible pour l'employ\u00e9 d'\u00e9diter et de supprimer les diff\u00e9rentes d\u00e9penses\u00a0entr\u00e9es. Il visualise \u00e9galement le co\u00fbt total de sa demande qui se met \u00e0 jour automatiquement en fonction des ajouts et modifications. Lorsqu'il a termin\u00e9, il peut soumettre sa d\u00e9pense pour approbation \u00e0 son responsable hi\u00e9rarchique.\r\n\r\n![\"tableau](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2009\/04\/tableau-recap-depenses.png\" "\\"tableau")
<\/a><\/span>\r\n\r\nSur la m\u00eame page, l'utilisateur dispose d'un historique des demandes r\u00e9alis\u00e9es. Cet historique pr\u00e9sente pour chaque demande le d\u00e9tail des d\u00e9penses ainsi que le status de la demande. L'utilisateur peut \u00e9galement lancer une impression dans un format appropri\u00e9 de la demande afin de la transmettre au format papier si n\u00e9cessaire. Il a enfin la possibilit\u00e9 de supprimer des demandes.\r\n\r\n![\"historique](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2009\/04\/historique-note-frais.png\" "\\"historique")
<\/a><\/span>\r\nValidation des demandes<\/h2>\r\nD\u00e8s qu'une nouvelle demande est soumise pour approbation, le manager re\u00e7oit une notification par email l'invitant \u00e0 se connecter sur le syst\u00e8me pour valider la demande qui appara\u00eet dans la liste des demandes en attente. Il peut alors l'approuver ou la refuser tout en pr\u00e9cisant les raisons de sa d\u00e9cision. D\u00e8s qu'il approuve la demande, elle est transmise au gestionnaire comptable qui peut alors \u00e9galement l'approuver ou la refuser.\r\n\r\n
![\"liste](\"https:\/\/www.my-intranet.com\/wp-content\/uploads\/2009\/04\/liste-demande.png\" "\\"liste")
<\/a><\/span>\r\n\r\nSur la page de validation, on peut \u00e9galement visualiser l'historique des demandes soumises et le planning des absences. Ceci est une aide \u00e0 la prise de d\u00e9cision.","_et_gb_content_width":"","footnotes":""},"class_list":["post-240","page","type-page","status-publish","hentry"],"yoast_head":"\n