Managing expenses becomes simple with Axonaut! Let's discover together the different features available to you.
In the "Suppliers" section of the "Expenses / Suppliers" menu, you can centralize all of your suppliers. You will have the following information:
- Name of supplier
- Supplier category
- The total cost of this supplier for your structure
- The cost over the current year
- The recurrent if it is a recurring expense (rent for example)
- The date of the 1st and last expense
- The last exchange (email, phone, appointment)
It is from this interface that you can also create your suppliers using the button: "Add a supplier"
By clicking on 1 supplier, you will be taken to its "supplier file". Here all the information will be centralized: exchanges, contact details, contacts, orders, documents ...
II- Expenses list
It looks like a table showing all your expenses, sorted by date. You can filter, quickly search for expenses to find the proof for example.
1) Add an expense
To add an expense, it's very simple! Click on the "Add an expense" button. This will open an interface where the necessary fields will be used to create it.
You will provide:
- The wording of the expense
- Type of expense (accounting)
- The date of expenditure
- The amount including VAT and VAT
- Whether or not it is an expense report
But as we want to save you time on this time-consuming task, you have the possibility of using our OCR technology. In fact, by downloading your proof of expenditure directly, Axonaut will read it and fill in the fields for you!
At the end of your financial year or when you need it, it is possible to export this table in the format desired by your accountant and / or accounting software.
It may be that you need to create recurring orders / expenses and purchase orders for your suppliers. This is possible in Axonaut. Let's see how to do it together!
1) Recurring orders
Telephone subscription, rent, packages, software are often recurring costs. That's why Axonaut allows you to create them. This will indicate to Axonaut that this expense comes back monthly for example. It will adapt your cash flow forecast automatically.
To do this, click on "Add a supplier order". An interface will open with the following information:
The only difference with a classic expense will be to enter "Recurring" instead of "Punctual". So you will put the dates, the recurrence.
To find out more, here is a dedicated article: recurring expenses in Axonaut
2) Purchase Orders
To create Purchase Orders in Axonaut, simply follow the above procedure but adapt it.
Indeed, you must create your order normally> validate it. You will arrive on this interface:
Just click on the "+" in the "Purchase orders" section. The order form editing space will open to fill in the necessary information and you validate.
You can send it by email to your supplier, in a simple way!
IV- The Mileage Expenses and Allowances Notes
1) The expense reports
You or your employees make expense reports on behalf of the company? Axonaut allows you to create them in a few clicks!
Click on "Add an expense report" and enter the information as for an expense. The OCR will save you time.
2) Kilometric allowances
As for NDF, it is possible to enter your mileage allowances directly from Axonaut. For that :
- Enter the starting address
- Enter the arrival address
Automatically Axonaut will calculate:
- The kilometers traveled in connection with GoogleMaps
- The amount of compensation in direct connection with URSSAF and the kilometric scale
Of course, if you have any questions or need help, don't hesitate to contact us via the chat at the bottom right of your screen 😉