Enter declarations

You enter an expense declaration using InSite. Per declaration line you can add one attachment, such as a scanned receipt or invoice. Profit automatically adds a dossier item for the attachment.

To enter declarations:

1. Go to: InSite.
2. Click on: Declarations.

   InSite may have been configured differently for you, in which case the description of the action deviates.

3. Select the profile.

   

   You can also enter a declaration for another employee using the MSS pages.

4. Enter the date of the declaration.
5. Enter the year and period.

   By configuring profiles, you can immediately display the current year and period for the user.

6. Select the declaration type.
7. Enter the number of declarations in Number.
8. Enter the amount to be declared in Total amount.

   Example:

   To declare (lunch) costs, enter the total amount in Total amount.

   To declare kilometres driven, enter the number of kilometres in Number.

   By configuring profiles, you can make fields invisible or change descriptions for the different declaration types. For example, for kilometre declarations you do not enter a total amount. You can hide this field in the profile.

9. If applicable, select an attachment, such as a scanned receipt or invoice.

   With the approval of the declaration, Profit will create a dossier item in the dossier of the employee for each attachment. If the attachment is very large, it can take some time before the entry is saved by Profit.

10. Click on: Finish.