The Basecone Spenser app has two modules, namely Invoice and Declaration.
In this article you will find more explanation on the difference between the two.
Activate the expense claim module in the Basecone Spenser app
Before a user can start using the expense module, the Spenser app setting needs to be enabled first in the user's settings. This setting can only be enabled by the Super user or Accountant. This can be enabled per user on the online application when you go to Settings > Users > Actions (edit) > Settings (tab).
Settings for the expense claim module
Via the settings button at the bottom right of the Home Screen, you you can access your personal settings. Before you begin declaring your expense, please ensure that everything is set up properly.
All information needs to be filled in completely in My details and Accounting settings. This is important before the submit your first expense claim.
- Enter your personal information
When you click on My Details, you can enter your personal information. The information entered here will be shown on your expense report. In this way, the accountant can control who send the declaration to Basecone.
- Accounting settings
When you click on Accounting details, you can set up the booking details for the different categories. You can add a general ledger account, cost center and project for each category. If you do not have this information, you can request this from your accountant.
The accounting settings are setup one-time when you first install the app. For each category, you can save the ledger account, cost center and project. For each expense claim you submit, these data are sent to Basecone and automatically filled in the booking screen based on the category selected. Therefore it is important that the Spenser user fill in the correct ledger, cost centre and/or project in their Spenser app.
📌 This data is saved per device and not on the user's settings. If you use a different mobile or re-install the app, these information will need to re-entered in the app.