| summary | Effizient und einfach - Dokumente Ihrer Reisekostenabrechnung hinzufügenAlle auf Ihrer Dienstreise anfallenden Rechnungen, Quittungen und sonstige Dokumente können Sie direkt in GoExpense digitalisiert erfassen. Kurzanleitung Es stehen Ihnen verschieden Möglichkeiten zur Verfügung, um Dokumente zu erfassen. Benutzen Sie Ihr Smartphone oder Tablet für die Erfassung Ihrer Reisekostenabrechnung?Wählen Sie bitte die Funktion "Beleg aus Dateien hochladen" oder "Beleg abfotografieren" Wenn Sie Ihre Reisekostenabrechnung mit dem PC erfassen, wählen Sie die Funktion "Beleg aus Dateien hochladen" Die Funktion "Eigenbeleg" steht Ihnen in beiden Fällen zur Verfügung.Bitte beachten Sie:Jeder Beleg muss einzeln digitalisiert und hochgeladen werden.Im nächsten Abschnitt finden Sie eine detaillierte Schritt-für-Schritt-Anleitung. Schritt für Schritt Anleitung Klicken Sie den Plus-Button auf der Kachel "Beleg" anNach der Erfassung der Reisedaten gelangen Sie auf die Seite "Reisekostenabrechnung".Hier können Sie Ihre Dokumente erfassen, indem Sie die Kachel "Beleg" auswählen. Klicken Sie auf "Beleg fotografieren" Um einen Beleg mit Ihrem Smartphone/Tablet zu erfassen, klicken Sie bitte Videoanleitung Schritt für Schritt Anleitung Klicken Sie auf den "Plus-Button" bei "Belege"Legen Sie eine neue Reisekostenabrechnung an oder öffnen Sie Ihre bereits erstellte Reisekostenabrechnung.Klicken Sie auf den "Plus-Button" bei Belege. Option: "Beleg fotografieren" Um ein Dokument mit Ihrem Smartphone oder Tablet zu fotografieren, klicken Sie auf die Kachel "Beleg fotografieren". Fotografieren Sie Ihren Beleg Es öffnet sich die Kamera-Funktion und Sie können Ihren Beleg abfotografieren. Bestätigen Sie bitte mit OK.Wenn Sie mehrere Seiten EINER Rechnung abfotografieren möchten, klicken Sie bitte . Fotografieren Sie Ihr DokumentFotografieren Sie Ihre Quittung oder Rechnung und bestätigen Sie den Vorgang. Wählen Sie anschließend die richtige Belegart aus und fügen Sie Ihren fotografierten Beleg mit einem abschließenden OK der zuvor ausgewählten Reisekostenabrechnung hinzu. Jedes Dokument muss einzeln fotografiert werden.Enthält Ihr Dokument mehrere Seiten, klicken Sie beim Fotografieren jeweils auf "Weitere Seite". Nachdem Sie alle Seiten abfotografiert fotografiert haben, klicken Sie auf "Bestätigen". Wenn Sie zurück zum "Beleg fotografieren" möchten, klicken Sie bitte oben links auf "Abbrechen".Folgen Sie dem Workflow. Den erfassten Beleg sehen Sie auf der Seite "Reisekostenabrechnung". Beleg Option: "Beleg aus Dateien hochladen" Wenn Sie Ihrer Reisekostenabrechnung Dokumente hinzufügen möchten, die bereits auf Ihrem Endgerät gespeichert sind, klicken Sie bitte auf die Kachel "Beleg aus Dateien hochladen".Wählen Sie können aus Ihren gespeicherten Dateien den gewünschten Beleg auswählen. Mit einem Klick werden alle Seiten eines Dokumentes hochgeladen. Mit den Pfeilen können Sie im Dokument navigieren.Folgen Sie dem Workflow. Den erfassten Beleg sehen Sie auf der Seite "Reisekostenabrechnung". Eigenbeleg erfassenUm einen Eigenbeleg zu erfassen, klicken Sie bitte "Eigenbeleg" an.Wählen Sie die Art der KostenBetragWährungLand der LeistungDatumWer die Kosten bezahlt hatEine eindeutige Begründung für den Eigenbeleg (z.B Quittung verloren)Den Button "Hiermit bestätige ich meine Angaben" aktivieren"Bestätigen" - der Eigenbeleg wird erfasst und auf der Seite "Reisekostenabrechnung" gespeichert "Löschen"- die erfassten Angaben werden gelöscht, der Eigenbeleg wird nicht auf der Seite "Reisekostenabrechnung" gespeichertBitte beachten Sie:aus. Klicken Sie auf "Bestätigen". Wählen Sie anschließend die richtige Belegart aus und fügen Ihr Dokument mit einem abschließenden OK der zuvor ausgewählten Reisekostenabrechnung hinzu. Die hochzuladenden Seiten müssen Teil EINER Rechnung sein. Bitte laden Sie zunächst die erste Seite hoch und klicken Sie dann für jede weitere Seite der Rechnung auf "Weitere Seite".Wenn ein Dokument mehrere Seiten hat, die als ein Dokument gespeichert sind, werden alle Seiten mit einem Klick auf "Beleg hochladen" auf einmal hochgeladen. Nach dem Hochladen ist nur die erste Seite des Dokuments in Ihrem angelegten Vorgang sichtbar. Erst nach erfolgreicher Analyse sind alle Seiten des Dokuments sichtbar. Option: "Eigenbeleg" erstellen Wenn Sie keinen Originalbeleg (mehr) haben, können Sie einen Eigenbeleg erstellen.Klicken Sie auf "Eigenbeleg" und wählen anschließend aus, für welche Kosten Sie einen Eigenbeleg erstellen möchten.Sie werden nun schrittweise durch die Eingabemaske geleitet.Bestätigen Sie Ihre Angaben.Der Eigenbeleg wird Ihrer Reisekostenabrechnung beigefügt. Eigenbelege werden nur für Belege akzeptiert, die nicht wieder beschafft werden könnenEigenbelege können. Außerdem sind Eigenbelege nur für Kleinbeträge erlaubt. |
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