<aside> ⚠️ This document was last updated October 29, 2024

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Contents

<aside> 👍

What you can do

• Generate invoices in Euros
• Add expenses that were approved in Work as line items AND automatically attach the receipts to the invoice
• Manually add line items, eg: salary
• Add trips to the invoice </aside>

<aside> 👎 What you cannot do (for now)

• Generate invoices in another currency
• Add line items in a currency other than Euro
• Automatically attach the trip report to the invoice if the trip is added as a line item </aside>

Using Work as an employee / mandatary

Adding benefits and expenses to Work

Travel expenses

If needed, you’ll have to create your Travel Report first following the standard process: ‣

This will need to be approved by Szoszo and once done, downloaded ready to be reloaded into Work along with the rest of your benefit and expense claims.

Benefits

To be able to generate a monthly report of your reimbursable benefits, follow the same steps as for travel expenses, but select “Not part of a trip” and the following caveats apply:

1. Expenses need to be approved
2. Your travel report will need to be downloaded from Work, and then re-uploaded as an expense to be processed with the other benefits. Use the Other (comment mandatory) category for now until this is automated in the future.z
3. Once approved:
   1. Filter expenses in the list by the month you want to get reimbursed
   2. Filter expenses by No Trip
   3. Click on Approved expense report
4. The monthly expenses report will be automatically generated with all the expenses attached
5. Email the expense report to finance using one of the email addresses below:
   1. Track and Work teams: [email protected]
   2. Plan team: [email protected]
   3. Hire team: [email protected]

Using Work as a contractor

<aside> ⚠️

Before submitting the invoice, all the rules from ‣ still need to be followed.

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⚠️ Before you generate the invoice