FAQ: What are the different types of expenses I can submit?
Zudello typically supports several types of expenses to cater for different scenarios:
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Expense with Receipt:
- Purpose: For standard expenses where you have a receipt or tax invoice as proof of purchase (e.g., meals, taxis, supplies, accommodation).
- Process: You upload an image or PDF of the receipt (Upload Expenses). Zudello extracts data, and you code the details (amount, date, supplier, category, etc.) (Code & Validate Expenses).
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Expense without Receipt:
- Purpose: For minor expenses where obtaining a receipt wasn't feasible or required by policy (e.g., small tolls, parking meter), or if a receipt was lost. Often subject to specific company policy limits.
- Process: You manually create the expense record in Zudello, entering all details (amount, date, supplier, purpose, justification for no receipt).
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Mileage Expense:
- Purpose: To claim reimbursement for using your personal vehicle for business travel.
- Process: You create a mileage expense record, entering the start/end addresses (and stops), date, purpose, and selecting a mileage rate. Zudello calculates the distance (using a mapping service) and the claimable amount (
Distance * Rate). See Mileage Expenses.
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Allowance / Per Diem (Potential Future Feature):
- Purpose: For claiming fixed daily allowances for meals or incidentals during business travel, as defined by company policy, instead of submitting individual receipts for each small item.
- Process: You would typically create an allowance expense, specifying the dates, location, and allowance type.
The specific expense types available and the required fields/rules for each are configured by your organisation's administrator based on company policy and accounting requirements. You usually select the appropriate type when creating or coding an expense.