Collaborate on Chrome River Invoice for Logistics with Ease Using airSlate SignNow

Chrome river invoice for Logistics

hi my name is jordan petracid from accounts fable i'm here to show you how to create an employee reimbursement report in chrome river if you are new to chrome river and employee reimbursements you'll need two things before we get started you'll need the department budget code or folk from your manager and second you'll need an itemized receipt of the purchase saved your computer now to get started with this report we're going to come into chrome river and we're going to go to plus new new expense report we're going to type in our name and then the month and the year and because we're doing an employee reimbursement report we're going to come down to report type and select employee misc reimbursement then we'll save now on the left hand side we have our expense report and on the right hand side we have our expenses now most of you aren't going to have any expenses showing here for me i have one receipt showing it's also my out of pocket you can find it here in the receipt gallery most people when they're seeking a reimbursement will come up here where it says create new and then they're going to classify their expense by selecting the tile that matches the type of expense that they're seeking reimbursement for for most people that's going to be office supplies so i'm going to choose office supplies now for the particular purchase we're going to need to type in the amount of money that was spent the merchant the description of the purchase and then that department budget code that we spoke about earlier now let's see just to get this right this is going to be for seven dollars and 81 cents the merchant is home depot and the description um let's do office supplies [Music] and then we're going to select our allocation for me that's going to be financial services and then before we save this we're going to add the receipt and itemize receipt now what we need out of this receipt is not just a standard receipt it has to be itemized and it has to show the means in which you purchased it in sometimes that can be two different documents um sometimes that is an invoice that's itemized and then proof of purchase would be a receipt a receipt that shows the credit card that was used in the amount that was paid but not necessarily an itemized receipt so again we're going to need an itemized receipt and then proof of purchase sometimes that's the same document sometimes it's not so i'm going to come down here and click add attachments and i'm going to upload it from my computer let's go to receipts this might take a second to load as you can see we have our receipt here it's several pages but it does show the 781 and it shows that it was itemized this was for gorilla construction adhesive so that looks good so we're going to save this now as you can see that expense has been added to the left side which is our expense report i'm going to add one more and for this one i actually already uploaded the receipt to chrome river and we can find that in our receipt gallery if you choose to upload them first and not attach them to the expense you can come here and click upload and then upload it from your computer before you create the expense now because this is already here i'm going to click the check box and i'm going to add it to the report so in this scenario i'm adding the receipt first instead of the details now watch what happens we have the receipt here on the left and again i'm going to select office supplies now in this scenario chrome river reads the receipt and actually puts the amount right here 1593 it puts the merchant information in and all we have to do is put the description of the purchase and then allocate it now this is a an itemized receipt so this works and it does show the credit card that was used so description i'm going to say wire mesh and we're going to select the allocation for me again that is financial services so this looks good i'm going to click save and now we have two transactions on our expense report this is all we have that we're seeking reimbursement for so we will click submit we can review the report here on the right hand side and our receipts below and once we've done that and it looks good we can click submit again and that's it that's how you create an employee reimbursement report in chrome river and also i'd like i'd like to add um to please refer to the accounts payable website for more details and information um on the policy that backs this type of report