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

1. Open the Expense Sheet Assistant.
2. In the Employee ID field, enter the identifier of an employee for whom an expense sheet will be registered.
3. In the Org Code field, enter the identifier of an organization unit under which the expenses will be logged.
4. 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.
5. In the Select Configuration area, enter the assistant configuration. It will determine what steps and fields are available in the assistant.
6. Click Next.
7. 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.
8. 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.