Register Expense Sheet Using Assistant
Explanation
Use this activity to register an expense sheet with help of the Expense
Sheet Assistant. The assistant is highly configurable so providing a
step-by-step instructions is difficult. Due to that, resort to usages and other
activities from the flow to fill in relevant data.
Prerequisites
In order to perform this activity:
- Expense Sheet Assistant configuration has to be created (Mandatory).
- Organization Units (Mandatory).
- Expense Rules (Mandatory).
- Work orders have to be registered in the system
- Projects have to be registered in the system
- Departure Areas have to be registered
- Compensation codes
- Areas
- Credit card transactions
- Expense Codes
- Work orders
- Mileage codes
- Entertainment codes
- Entertainment categories
- Currency Codes
- Payment types
- Payment methods
- Bank account numbers
- SWIFT/BIC codes
System Effects
As a result of this activity, an expense sheet will be registered for the
employee.
Window
Expense Sheet Assistant
Related Window Descriptions
Expense Sheet Assistant
Procedure
- Open the Expense Sheet Assistant.
- In the Employee ID field, enter the identifier of an employee for
whom an expense sheet will be registered.
- In the Org Code field, enter the identifier of an organization
unit under which the expenses will be logged.
- In the Expense Rule field, enter the expense rule which
calculates how expenses are calculated for the employee. If a default
expense rule has been assigned to an employee, it will be suggested
automatically.
- In the Select Configuration area, enter the assistant
configuration. It will determine what steps and fields are available in the
assistant.
- Click Next.
- Go through the assistant steps. Depending on the selected configuration
you will see different steps and fields. Their order might be changed as
well as which fields are mandatory. Use usages to fill in relevant fields.
- Once you filled in all the fields, click Confirm to register an
expense sheet.
Note: On the Summary step you can also clear all the
previously entered data by clicking the Remove button.