Users can submit claims in their app by filling in a simple request, and the app automatically calculates what's owed.
Our OCR technology will also extract key details directly from the receipt, so there's no need to manually enter all expense claim information.
Expense Claims can be verified like any other expense, and then exported for simple reimbursements.
Start by turning on the feature from the Zevoy Hub's Home page. Only an Admin or Owner can do this. After turning on the feature, your users can easily create expense claims in their Zevoy app.
Once submitted, the expense claims will appear in the Hub in their own list under the Expenses page, just change the header from Expenses to Expense claims. Expense claims are verified as regular expenses.
After activating the feature, add your accounting information to ensure smooth exports:
Go to Settings and navigate to the Export tab.
Choose your bookkeeping template from the list. If your template isn't included, choose Zevoy Default Template.
Depending on the selected template, you may be prompted to add your debt to employees account and any other missing information.
Next, provide your SEPA payment details for the payment files:
Under Settings, go to SEPA details.
Fill in the payment details for your company.
The Bank party ID is usually your business ID without the dash. If you are unsure, you can verify this with your bank.Next, add payment information for your users. You can do this on the Users page by opening each user's profile and navigating to the SEPA Payments tab
All set!