2. Create Expense Description

2. Create Expense Description

This article will guide you on how to create the Expense Description.

Think of Description like the name or title of the type of Expenses that your company allows Employees to claim, such as mileage, medical bill, and others. 

Follow the steps below that guide you how to Create Expense Description step-by-step. 

 Go to Home -> Expense -> General Setting -> Expense Description



 Step 4: Click the 'Create' button to create a new Expense Description. 



Step 5: Enter the Code and and Description for the new Expense that you are going to Create here. The example like 'Mileage - Sales'. 

Step 6: Select the Expense Type from the list. There are two type of Expense here: 

  • Rate: unit rate of the Expense claim, for example, RM0.50 per km
  • Total: this Expense claim will use the total of amount claimed, for instance RM27.80 for meal. 

 Expense Rate Type option is ONLY valid if you choose the Expense Type as 'Rate'. 

  • Total: Expense Rate will be same for all 
  • Split by phase: Expense Rate will change depending on the amount/range. For example, the first 1000 km travel, mileage unit rate is RM0.50. For 1001km and above, it will be RM0.70. 

Step 8: If this Expense is one of the Allowances that your Company pay, or will be paid out as type of Allowance, then choose the particular Allowance from the drop down list. In this example, the Mileage is not any of the Allowance, so we will leave it as 'None'.

Step 9: From the drop down list, select the Expense Layout and Expense Detail Item Layout that you have created in Step 1.1 and Step 1.2. 

step 10: Enter the Sequence Number that you want this Expense to appear compare with other Expense. In this case, we prefer the Mileage claim appear as the first one to appear, so we enter '1' here. 

. 'For Admin Apply Only': tick the box if this Expense can only be applied by the Admin, and not other Employees

Step 11: Click 'Save' to complete this exercise. 


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