Quick Start Guide Employee - Single Sign On

Written by Support Team

1 Log in to the app

The easiest way to manage your expenses is via the smartphone app. You can also submit expenses via your desktop computer (web application), this is explained in chapter 2.3.. There are apps available for Android and iPhone devices.

1.1 Log in on iPhone via SSO

1. Install the app

Go to the App Store and search for “Declaree”. Install the Declaree app. Open the Declaree app and click on the green “Sign in to an existing organisation” button.

2. Click Single Sign On

Note: the step that now appears is not yet the login page. To log in via Single Sign On, click on Single Sign On at the bottom left.

3. Log in

Enter your company name under domain (you will get this from your contact person) and click on Login. Make sure the Server (top) is set to the correct country. You will now be redirected to your company's login page. Once you have successfully logged in there, you will be automatically logged in to the Declaree app.

1.2 Log in on Android via SSO

1. Install the app

Go to the Google Play Store and search for “Declaree”. When it is installed open the app, you will see the Declaree home screen.

2. Click on Single Sign On (SSO)

Note: In the middle of the screen under the green button you see Single Sign On (SSO), click on this.

3. Log in

At subdomain you enter your company name (you will get this from your contact person) and click Login. Make sure the Server (top) is set to the correct country. You will now be redirected to your company's login page. Once you have successfully logged in there, you will automatically be logged in to the Declaree app.

2. Add expense

Now that you are logged in you can add expenses.

2.1 iPhone

1. Create new expense

On the iPhone you see a large orange button with the label 'add expense', click on this. Now click on 'Take Photo' or 'Choose Photo' to add a receipt.

After you have taken the photo of the receipt, you can continue to input additionally required information and save the expense. If you have OCR enabled, make sure you check if the currency, amount, data and VAT rates are correct.
Please note: If you have to enter a project, you can enter the name or the number of the project. The app will then search the list, and you can select the correct project. If you do not know the full number or name of the project, you can enter part of the number or name.
The expense can now be found in the Expenses overview under the “Expenses” button at the bottom.

2. Add expenses to an Expense Report

To submit expenses you must first combine them in an Expense Report. To create a new Report, go to the Reports overview ("Reports" button at the bottom in the app). Add a new Report by clicking on the plus in the top right corner. When you have created a new Report, you can go inside the Report and add expenses to it by clicking on the plus button in the lower right corner.

3. Submit an Expense Report

Want to submit your expenses at the end of the month? Choose the report you want to submit, check whether all expenses are included and press the airplane icon in the right of the Report to submit the Report.

The status of the report changes from open to submitted.

4. Status of a Report

As the report workflow completes, the status of your report changes. This way you can see when a report has been approved and when a report has been processed in the financial or salary administration of your company.

2.2 Android

1. Add expense

Use the plus at the bottom right to add an expense. If you click on this you get multiple options, you can take a picture of the receipt or use a photo you have taken before.

After you have taken the photo of the receipt, you can continue to input additionally required information and save the expense. If you have OCR enabled, make sure you check if the currency, amount, data and VAT rates are correct.
Please note: If you have to enter a project, you can enter the name or the number of the project. The app will then search the list, and you can select the correct project. If you do not know the full number or name of the project, you can enter part of the number or name.
When choosing a category, there is an i icon that you can click on for additional information about this category.
The expense can now be found in the Expenses overview under the “Expenses” button at the bottom.

2. Add expenses to an Expense Report<

To submit expenses you must first combine them in an Expense Report. To create a new Report, go to the Reports overview ("Reports" button at the bottom in the app). Add a new Report by clicking on the plus in the lower right corner. When you have created a new Report, you can go inside the Report and add expenses to it by clicking on the plus button in the lower right corner.

3. Submit an Expense Report

Want to submit your expenses at the end of the month? Choose the report you want to submit, check whether all expenses are included and press the airplane icon at the top of the Report to submit the Report.

The status of the report changes from open to submitted.

4. Status of a Report

As the report workflow completes, the status of your report changes. This way you can see when a report has been approved and when a report has been processed in the financial or salary administration of your company.

2.3 Website

You can also manage your expenses via the website on your computer. Your receipts must then be scanned or mailed to yourself first, so you can upload them into the system. You have to create a separate expense for each receipt.

Go to www.declaree.comand choose Log In at the top menu. Click on the 'single sign-on' button and Log in with your credentials.

Please note: The website does not work on your mobile phone, you need to download the app to be able to work on your mobile phone.

1. Create new expense

Use the button new expense to add a expense. If you click on this and then click on add receipt, you will get a new declaration. Here you can add a photo or PDF to the expense as a file. You can also drag your receipt image or PDF into the upload screen.

After you have added the photo or PDF, you can continue to input additionally required information and save the expense.
Please note: If you have to enter a project, you can enter the name or the number of the project. The app will then search the list, and you can select the correct project. If you do not know the full number or name of the project, you can enter part of the number or name.
When entering an expense, you can directly save it to an Expense Report, but this is optional. If you don't select or create a new Report, you can save your expense and it will be visible in your Expenses overview (with your 'loose expenses').
More information can be found here

2. Add expenses to a Report

To submit expenses you must first combine them in a report. To do this, click on the button in the left bar with the label "Reports".

Add a new Report by clicking on the "New report" button. You can adjust the name of the Report, and then click save.

Add the expenses to the report via the add button in the left bar and select the desired expense(s) and then click on add at the bottom right.

You can also first create a report and then create the expenses, then you can select the Report in the expense while you are creating it.

3. Submit an Expense Report

You can Submit your Expense Report easily via the webapplication. Click on the Report you want to submit, check if all your expenses are in there, and then press the the button Submit in the left sidebar. If desired you can also add a message for your manager, and then press the button Submit. The status of the Report now changes to Submitted.