Expenses (Admin Version)

How to create policy for different types of allowance
What is an allowance expense policy An Allowance Expense Policy allows employees to claim their daily allowance. The different types of allowances ...
Wed, 20 Jan, 2021 at 6:31 PM
How to view whether expense policy is published
What is expense policy status As an admin, you will be able to activate and deactivate expense policies. It is controlled by a toggle switch. Togglin...
Mon, 2 Aug, 2021 at 5:09 PM
How to archive expense policy
What is an archived expense policy If an expense policy is no longer relevant or obsolete and you want to retire it, you have the option of doing so. ...
Mon, 2 Aug, 2021 at 5:11 PM
Difference between dynamic and normal mileage
What is the difference between dynamic and normal mileage A mileage expense policy is an expense policy that allows all or a group of employees to cla...
Mon, 2 Aug, 2021 at 5:14 PM
How to use custom fields for expenses
What are Custom Fields when creating an expense policy When creating an expense policy, you will have to option to include custom text fields. Custo...
Wed, 20 Jan, 2021 at 6:51 PM
What are the general settings in expense module
What are the general settings in expense module There are two general settings under the expense module: Expense Submission Deadline - You have the ...
Wed, 20 Jan, 2021 at 7:04 PM
How to set expense submission deadline
What is expense submission deadline As an admin, you have the option to set an expenses deadline. This is used to prevent employees from submitting ...
Wed, 20 Jan, 2021 at 6:57 PM
How to enable multiple expense currencies
What are multiple expense currencies As an admin, you have the option to enable multiple currencies for your employees’ selection when they submit a...
Wed, 20 Jan, 2021 at 6:58 PM
How to set default expense approval routing
What is Approval Routing Setting up an approval routing will allow employee requests to be automatically routed to the appropriate managers ...
Mon, 2 Aug, 2021 at 5:20 PM
How to set up expense General Ledge (GL) number
What is General Ledger (GL) number As an admin, you have the option to tie an expense General Ledger (GL) number to an expense policy. GL nu...
Mon, 2 Aug, 2021 at 5:21 PM