Admin
How to configure tax settings.
Path : Admin >>Expenses >> Taxes >> Add New The tax settings include the taxes that should be added to the expenses, and the Tax exemption reasons that the employee can select while raising a request. GST Settings: Enable the toggle button, if GST is ...
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 ...
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 we can set rules in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Rules (5th stage of policy creation) Rules are used to set the limits for the requests that can be raised by the employees. We can set the limit based on rule type -Daily limit/monthly limit/yearly ...
How we can set per diem limits based on locations.
Path : Admin >>Expenses >> Policies >> Add New >> Per Diem (4th stage of policy creation) The per diem can be added and differentiated for the location groups which were added.
How we can set per diem limit based on travel hours.
Path : Admin >>Expenses >> Policies >> Add New >> Per Diem (4th stage of policy creation) We can set the per diem limits based on travel type - Hours or Intervals. Hours - If the per diem rate is to be added basis the travel hours. Intervals – If the ...
How we can set per diem limits in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Per Diem (4th stage of policy creation) Enable the toggle button, if the per diem preferences are to be added. Here we can set the per diem limits based on travel hours and locations . We can set ...
How we can set mileage rates in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Mileage (3nd stage of policy creation) In Mileage we can set limits with respect to vehicle. Click on the toggle button to enable the mileage rates. Choose the Default Unit – Kms/ miles, basis which ...
How we can set category limits in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Category Limits (2nd stage of policy creation)
How we can set general limits in a policy.
Path : Admin >>Expenses >> Policies >> Add New >> Category Limits (2nd stage of policy creation)
How to create a policy.
Path : Admin >>Expenses >> Policies >> Add New
What are limitations we can set by creating policy.
General limits - This general limit will be applicable by default to the categories for which the limit was not added specifically. Category Limits: The limit for the amount under expenses can be added category-wise under this tab. Mileage - Here, ...
What is the use of policy.
A policy is to be created to group the categories and set-up the limits which will be linked to the employees, basis which the employee will be able to raise a Expense request.
How to deactivate report settings.
Path : Admin >>Expenses >> Reports >> Actions >> Deactivate
How to update report settings.
Path : Admin >>Expenses >> Reports >> Actions >> Configure
Can we set limits according to reports.
Path : Admin >>Expenses >> Reports >> Add New
To generate a unique code where we can set the configurations for reports.
we shall see adding new Report settings to generate a unique code for every report that is being generated by the employees. Path : Admin >>Expenses >> Reports >> Add New
How to delete a location group.
Path : Admin >>Expenses >> Location Groups >> Actions >> Deactivate Deletion cannot be possible. However we can deactivate a location group.
How to update a location group.
Path : Admin >>Expenses >> Location Groups >> Actions >> Update
How to create a location group.
Path : Admin >>Expenses >> Location Groups >> Add New Location groups are to be created when the Locations are to be grouped basis any of the factors (category, mileage rates).
How to delete expense.
Deletion cannot be possible. However we can deactivate it. Path : Admin >>Expenses >> Expenses >> Actions >> Deactivate
How to update expense.
Path : Admin >>Expenses >> Expenses >> Actions >> Update By using this we can update the expense name.
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
Can we allow users to edit mileage rates.
Mark the check-box, if the employee is allowed to change the mileage rate which is added by default. Path : Admin >>Expenses >> Expenses >> Actions >> Configure
Where we can restrict whether the expense amount is to be validated with the proof.
The proof submitted while raising a expense request is to be validated with the amount for which the request has been raised. Path : Admin >>Expenses >> Expenses >> Actions >> Configure
How we can set remainder for unclaimed expenses.
The frequency (Daily/ Weekly/ Monthly) can be chosen from the drop-down, post marking the check-box, basis which the reminders will be triggered to the employees from the date on which the expense has been raised. Path : Admin >>Expenses >> Expenses ...
How we can warn users for unclaimed expenses.
Mark this check-box, if a reminder is to be sent to the employee for an unclaimed expense before its expiry date (basis the expiry period mentioned). Path : Admin >>Expenses >> Expenses >> Actions >> Configure
Where we can set the expiry period for expense.
Path : Admin >>Expenses >> Expenses >> Actions >> Configure Mark the check-box, if a expiry period is to be added for a expense request raised. The number of days within which a report is to be prepared by the employee to claim the expense for a ...
How to create a expenses.
Path : Admin >>Expenses >> Expenses >> Add New By Clicking on “Add New” will create a expense name with expense code.
What is the use of expenses.
Expenses are to be created in order to add rules to the Expense requests that the employee is raising.
How to deactivate a expense type.
Path : Admin >>Expenses >> Expense Types >> Actions >> Deactivate
How to update a expense type.
Path : Admin >>Expenses >> Expense Types >> Actions >> Update Using this path we can update expense type.
How to create a expense type .
Path : Admin >>Expenses >> Expense Types >> Add New
What is the use of expense type.
Expenses type is a field under which the different expense categories can be grouped.
What privileges do we have to set the approval flow to advance.
We can set the approval flow according to functional units , limits, and employees wise.
How to delete advance settings.
Path : Admin >>Expenses >> Advances >> Actions >> Deactivate Deletion cannot be possible. However we can deactivate the advance settings.
How to update advance settings.
Path : Admin >>Expenses >> Advances >> Actions >> Configure Using this path we can update advance settings.
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
Where we can set the advance limit.
Path : Admin >>Expenses >> Advances >> Add New Using this path, a limit will be added for the Advance amount for which the employee is raising a request.
To generate a unique code where we can set the configurations for advance.
Advance is an amount for which the employee can raise a request and issued by the Organization. Path : Admin >>Expenses >> Advances >> Add New
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