Features for e-Expense
3.5 Expense DIY Report
By using the Expense Designed-It-Yourself (DIY) Report, you can customize the format of the report at ease. In this article, we will show you how to do just that. Creating the DIY Format STEP 1 : Go to Expense -> Standard Report -> Expense DIY ...
3.1 Expense Report - Format Selection
Location: Expense -> Standard Report -> Any standard report > Format tab The Expense Standard Reports consist of various reports related to expense applications within the system. The standard reports available in the system are the commonly ...
4.4 Setup - Customer Setting
Location: Expense -> General Setting -> Customer Setting Setup customer details here. Click the 'Create' button to create a new customer setup. Fill in the details as shown below. Customer Search You can Search customer here. Use the drop down list ...
4.3 Setup - Approving Workflow Setup
Location: Home -> Expense -> General Setting -> Approving Workflow Setting Approving Workflow Setting. Create You can Create a new Expense Group here. Workflow List Table shows all the the available Workflow. You can also Delete or Edit the ...
4.2 Setup - Expense Export
Step 1 , 2 & 3: Location: Expense -> General -> Expense Export Export expense total for payroll processing. You will see the screen below: Date Range, Set the Date Range by using two Date Pickers. System will download all Expense Records that ...
4.1 Setup - Expense Setting (Group)
Location: Expense -> General Setting -> Expense Group Setup Expense Group, Expense Group Entitlement Item, Expense Description, Expense Layout, Expense Detail Item Layout, Expense General Setup and Expense Prorate Policy here. Copy You can Copy new ...
4. Setup
Location: Expense -> General Setting This is where you can Create and set most of the settings for e-Expense Claim. The e-Expense module setup consists of the following : 4.1 Setup - Expense Setting 4.2 Setup - Expense Export 4.3 Setup - ...
3.3 Expense Report - Layout Setting
Location: Expense > Standard Report > Any Standard Report > Setting tab The screenshot below shows the Expense standard report layout setting page. The description of settings indicated (1 - 6) is provided below. The report setting consists of the ...
3.2 Expense Report - Filter Setting
Location: Expense -> Standard Report -> Any standard report > Filter tab 1. Smart Filter and Advanced Search Use the Smart Filter or Advanced Search to narrow down your data based on your preference. 2. Company By default, the data shown in the ...
3.4 Expense Report - Report Columns
Add or Delete Column You can Add or Delete columns here by using the 'Generate Column(s)' and 'Delete Column(s)'. Add New Column This feature allows you to add a new Column at a specific location. Just enter the number of row (location) of the new ...
3.0 Expense Report
Location: Expense Claim -> Standard Report You can download many useful Reports for Expense Claim, or even create a Report that customized to your requirement accordingly! Most of the steps to download different Reports are the same. The Report ...
2. Expense Claim Verification Wizard
This help file will guide you on how to setup and use Expense Claim Verification Wizard in the Expense Claim module. Basically the functionality of Expense Claim Verification Wizard is similar to Leave/Payroll/Attendance Verification Wizard. You may ...
1.5 Features of Expense - Expense Claim Approval Action
Once the employee has submitted their expense claim approval, the immediate superior/approving officer will need to take action on the application by approving or rejecting it. To notify the approving officer of the submission of the advance claim ...
1.4 Features of Expense - Advanced Expenses Application
Location: Home -> Expense -> Advance Expenses Application -> Expense Application in Advanced Admin Page for Advance Expenses Entry. 1. Employee Search Use this column to search for employees. You can use the arrow buttons or drop-down list to ...
1.3 Features of Expense - Expense Claim Application, Withdrawal & Cancellation
This is the help file to guide users on how to apply for Expense Claim Application, Withdrawal & Cancellation. Expense Application for Step 1 ,2 & 3: For Admin User, the page will be located in Expense -> General -> Expense Claim Application For ESS. ...
1.2 Features of Expense - Expense Summary
Location: Expense -> General -> Expense Summary View expense summary here by following Steps 1 ,2 & 3. You will see the page as below. Period Choose the Year and Month from the drop down list, or set a specific Date Range by using the two date ...
1.1 Features of Expense - Employee List
Location: Expense -> General -> Employee List List of Employee. This is where you can manage all the employee records. You can create, search, edit and delete employee records. Overview Button Click this button to have an overview of an ...
1. Features of e-Expense
Features of Expense module : 1.1 Features of Expense - Employee List 1.2 Features of Expense - Expense Summary 1.3 Features of Expense - Expense Claim Application, Withdrawal, & Cancellation 1.4 Features of Expense - Advanced Expenses Application ...
Features for e-Expense
There are many features in e-Expense. The home page is called icons. These icons are the most frequently used by admins.