Argo | Expense - How to render account of an advance payment : Copastur

Once the advance payment request has been approved, the status of the expense is  "Awaiting Launch" until you enter all the expenses incurred and render the accounts.

To render the account of an advance payment, follow the steps below:

1. Access Argo;

2. Click on Expense;

3. Under "My expense", find the desired request and click on Awaiting Launch;

4. Click on Create new invoice located at the top right corner of the screen, or on List of Existing Expenses to select a previously entered expense and proceed according to the option selected:

✅ Tip! You can enter expenses on a day-to-day basis either on the platform or in the Argo Mobile app and then use the "List of Existing Expenses" feature to include these expenses in your reimbursement request.

Create new invoice

List of existing expenses

Ending the rendering of accounts

Create new invoice

1. Select the desired expense and fill in the other information;

📃 Informations:

For Mileage expenses, simply inform the Origin and Destination and the platform will automatically calculate the amount of the expense based on the mileage of the route and the Value per KM registered by your company;
For invoices with a QR Code, you can fill in the Tax Document Access Key field with the 44-digit number provided on the invoice.

2. Select the "Refundable" option to consider this expense when rendering accounts for the advance payment;

3 Click on Send a receipt and attach the receipt for this expense;

✅ Tip! The formats accepted and the maximum file size are mentioned just below Send a receipt.

4. Click on Add to finish entering this expense and repeat the steps to post the other expenses.

5. Proceed with the ending the rendering of accounts.

List of existing expenses

1. Use the filters to locate the desired expense;

2. Select the desired expense and click on Click to add;

3. Repeat the process to enter the other expenses.

Ending the rendering of accounts

1. After all the expenses have been entered, check in the Summary whether you are entitled to a Reimbursement or whether you will have to make a Return;

📃 How does it work?
If your expenses were greater than the advance payment you received, the difference will be shown in the Reimbursement column. If your expenses were less than the advance payment, the difference will be shown in the Return column and the Attach Return Receipt button will appear on the right-hand side of the screen to attach receipt of the deposit or transfer.

2. If you have to make a return, click on Attach Return Receipt and attach receipt of the deposit or transfer of the amount shown in the Drop-off column;

3. After entering all the expenses and attaching the receipt of return (when necessary), click on Send for approval;

✅ Tip! You can also Save and resume rendering of accounts at another time.

4. Select the Authorizer and click on Conclude.

📃 Information: After sending your expenses for approval, the expense status will change to “Awaiting fpr approval”. Only after approval will your request be forwarded to Finance for payment.

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