1. How to Migrate Expense Claim History with Control Limit

1. How to Migrate Expense Claim History with Control Limit

For first time implementation, it is a need to migrate the expense claim history which it have the yearly control limit in order for the system to identify the maximum being utilized. Here are the detail steps to guide you to perform expense claim data migration.
  1. Download the excel template from Expense -> Expense Data Migration. Click on Download Sample Excel Format button. 
  2. Fill up the excel template with the data. (Notes: Date format must be in dd/MMM/yyyy format.)
  3. Save the file. 
  4. Before upload, key in the Expense Entry Description with a naming such as "Expense History 2016".
  5. Browse the file and click on Upload button. 

 


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