Introduction to Baskla

Baskla helps you track expenses and trips (mileage). How you report them to your organization is up to them, as are evidence requirements and reimbursement policies. Check with your organization before you collect too many—filling in missing data later can be difficult.

In broad strokes, here’s what we suggest:

1. Start a book.

   Expenses and trips are organized by books. You can use books for a specific company you work for, a project or any other grouping that makes sense to you. Give it a descriptive name and customize the colour and symbol if it helps you. Reports are made by book, so don’t mix expenses that will be reported to different people.

2. Track your expenses.

   Add expenses and trips as you go. Take supporting photos when possible. Use tags to make entries easier to find later. Tags are included in reports and can help you understand your spending in a spreadsheet or accounting software.

3. Generate an expense report.

   When it makes sense, generate a report. If you work for a company, follow their guidelines on when to do so. Choose which entries to include and mark them as archived when you’re done.

   Use Evidence Archive (.zip) whenever possible. It includes a CSV spreadsheet and all attached photos. You can also generate a report without archiving if you want to create a backup.

4. Submit your expense report.

   Submit your expense report to your manager, HR, accountant, or whoever is designated to deal with reimbursement.

5. Repeat as necessary.

   After generating a report, track more expenses. You can continue to use the same book or create a new one, depending on what makes the most sense.