Version: Business Enterprise Advanced
Platform: Web Android IOS
Role: User Manager Accountant Administrator
It is now possible to set a rule that requires the addition of a second receipt when creating an expense.
This can be used, for example, to require the attachment of a credit card receipt, a specific invoice, etc.
To set this up, enter your web Administrator space > Settings > Advanced Settings > Expense Categories > Open the expense category > Click on "Settings related to the type of payment method" then "Add a setting for a payment method":
From here you can pick the payment method to which this setting will be applied (1). Activating "Additional receipt expected" (2) will then mandate the addition of a second receipt within the expenses. You can also add an informational message (3) that will appear when the payment method is selected. For multilingual accounts, we recommend translating this message into the various languages used (4).
After clicking on "Save", you will have the option to extend this feature to other categories:
Once the setup is complete, employees will have to provide a second receipt when creating an expense:
Please note that this rule does not apply retroactively to expenses already created — it will only apply to expenses created once the rule is implemented.
We would like to highlight the importance of informing your employees before applying such a modification to avoid any misunderstandings.
For more information, feel free to contact our support team at:
support@n2f.com
+33 4 26 78 52 10