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
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How can we link the entities to a trip.
Choose “Add entities” or “Link Entity” under actions w.r.to the Trip created. Path : Admin >> Expenses >> Trips >> Add Enitty
How to link entities to the category.
Post creating a category, these must be linked to the Entities. Following steps have to be done to link an entity to a category. Choose “Add entities” or “Link Entity” under actions w.r.t the category created.
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 update expense.
Path : Admin >>Expenses >> Expenses >> Actions >> Update By using this we can update the expense name.
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”.