Can we link multiple policies to employees.
Path : Admin >>Expenses >> Policies >> Policy Employees >> View Details (w.r.to employees)
Move to the employee record, to whom the policy should be linked and click on “View details”.
Policy Linking – Toggle to multiple, if multiple policies must be linked to the employee.
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How to link policies to employees.
The policies that were added should be linked to the employees using the following path: Path : Admin >>Expenses >> Policies >> Add Employees Go to the respective policy to which the employee has to be linked to and click on “Add employees”.
How to link entities to a expense.
Choose “Add entities” or “Link Entity” under actions w.r.t the Expense created and choose the Organization and Entity from the drop-down displayed and click on Submit. Path : Admin >>Expenses >> Expenses >> Add Entity
How to link the entities to advance settings.
Choose “Add entities” or “Link Entity” under actions w.r.t the Advance created and choose the Organization and Entity from the drop-down displayed and click on Submit. Path : Admin >>Expenses >> Advances >> Add Entity
How to raise a food expense request.
Employees submit expense claims to claim back costs they have personally paid for concerning their work on behalf of their employer. Claims might be fuel, food, and other travel expenses like flights or taxi fares. Path : User Login >> Travel & ...
How to update expense.
Path : Admin >>Expenses >> Expenses >> Actions >> Update By using this we can update the expense name.