How to choose Expense Handling Practise

Created by Lukas Christensen, Modified on Mon, 30 Oct, 2023 at 10:56 AM by Lukas Christensen

First, you need to go into settings, which you can find at the top right corner.
Inside settings, you need to select accounting.
If you choose standard for accounting practices, you have the option to choose between financial vouchers and creditor expenses. This only applies to personal expenses. through the mobile app or if you (enable expense management via drag and drop) , so if you send receipts through email or drag and drop, they will follow "default" accounting practice.
Finance vouchers: When choosing "As finance vouchers" for expenses, you have the option at the user level to choose an account that the expenses will be posted to. Or set-up a default expense account, that will be picked, if they dont have a personal user account. Read this article to see how it is done:
https://nordflow.freshdesk.com/en/support/solutions/articles/73000618564-how-to-create-a-personal-expense-account-finance-vouchers-

Creditor expenses: When choosing "creditor expenses," you need to create creditors for your users under "vendor" or read this support article link: https://nordflow.freshdesk.com/en/support/solutions/articles/73000618562-how-to-create-a-matching-creditor-account-creditor-expenses-
Once you have done this, your users will automatically be paid when they submit personal expenses through the mobile app. You can also set up a default expense creditor that will be picked, if the user dont have a matching creditor account.