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.
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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 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 create a category.
Path : Admin >> Expenses >> Categories >> Add New A Category is a group of expense where the rate of expenditures can be differentiated and categorized. Choose “Mark this as a Sub-Category”, if the added expense should be added as a Sub-Category ...
How we can set category limits in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Category Limits (2nd stage of policy creation)