Add Credit Card Transaction as Compensation

Explanation

This activity is used to register the credit card transaction as a compensation for the employee. The compensations will be automatically calculated using the expense codes connected to the employee's default expense rule as well as the credit card configuration applicable to the transaction.

Prerequisites

In order to perform this activity, employee is required to have credit card transactions in which, the transaction code should be connected to the employee's default expense rule. This connection is created in the Credit Card Configuration window. Also, one expense code (belonging to the employee's default expense rule) is required to be connected to the transaction code as the default expense code (for the expense rule).

System Effects

As a result of this activity, the credit card transaction will be registered as a compensation in the Expense Sheet/Compensation tab.

Window

Expense Sheet

Related Window Descriptions

Expense Sheet

Procedure

1. Open the Expense Sheet window.
2. Search or populate to select the expense sheet you require.
3. Go to the Credit Card tab. All the credit card transactions of the employee within the travel period of the expense sheet will be listed in this tab. Right-click and click Show All. Now, all the credit card transactions of the employee regardless of the travel period of the expense sheet will be listed in the tab.
4. Select the credit card transaction which you want to register as a compensation.
5. Right-click and click Add as Compensation.