The request and original evidence
In Add expense claim, complete the holder, purpose and items. Use Upload evidence for original documents. Automated extraction does not change the form; compare the details, including Extracted currency, before using Use extracted data.
Review the complete request and confirm submission. The request retains the extraction version used at submission; later re-extraction does not change the evidence for the version already submitted. Uploading or extracting does not record expenses, journal entries or payments.
The two approvals
The manager checks the purpose and documents; the accountant checks classification and VAT where applicable. Only accounting approval saves the approved expense report; pending requests do not change balances.
A new version restarts approval by the manager and accountant. If you withdraw a request already converted into an expense report, withdrawal does not cancel the report, journal entries or payments. Open the expense report from Requests for an explicit correction and check confirmed effects separately.
The accounting document and request correction
Link accounting document associates the verified document with the corresponding item. Associate it only if identity and values match; the total and personal amount are retained. The association does not create entries or payments.
If details must change, use Prepare correction with document and review the proposed version. This correction does not automatically change the approved request: the correction restarts both approvals. Request and evidence lets you review the originals supporting the expense report.
- Open approved expense reports
Related resources
Practical example
Ion Popescu încarcă dovada unei cheltuieli de 300 lei și verifică suma și moneda înainte să trimită cererea. Managerul verifică scopul, apoi contabilul verifică încadrarea. Numai după aprobarea contabilă urmărești decontul aprobat; cererea trimisă nu înregistrează singură plata.
Frequently asked questions and solutions
The extracted details do not match the evidence.
Keep the original and correct the request details before submission. Do not confirm applying an incorrect currency or amount merely to continue approval.
Am retras o cerere deja aprobată. Decontul și plata sunt anulate?
Deschide decontul rezultat și verifică notele și plățile existente. Retragerea cererii nu anulează efectele deja confirmate. Corectează explicit decontul și operațiunile afectate; o versiune nouă a cererii reia aprobarea managerului și a contabilului.