Encounter error 'The system is unable to retrieve any travel/project expense template' when submitting Travel requisition to Claim module

Error 'The system is unable to retrieve any travel/project expense template' when submitting Travel requisition to Claim module 

Resolution:

Go to Expense > Expense Template > Select the template that will be used for the travel claim and set <Category> field as 'Travel'

• Related Articles

• How to add claim item into dropdown list when employee create a new claim form?

  How to add claim item into dropdown list when employee create a new claim form? Solution: 1. Go to Expense-->Expense Management-->Expense Template 2. Click on the Expense Template where the new claim item is to be added 3. Click on 'New Expense Type" ...

• Staff encountered error "The Expense Group daily entitlement amount is exceeded" and unable to submit claim

  Symptoms: While drafting claim form in Expense module, staff encountered the error at the submission page and the 'Submit' button is also not visible for clicking. The claim amount does not exceed the annual Benefit Scheme entitlement. Possible cause ...

• How to export claims from Expense module to Payroll module for payroll processing?

  1. Go to Expense-->Expense Payment-->Payment Processing 2. Search the claim records by selecting the appropriate Company, Claim From and Claim To date. 3. Select the records to be sent to Payroll by ticking in the check box, next click on <Lock> to ...

• Updated GST rate but system is still showing old rate when submitting claim

  Issue : Updated GST rate in Claim > Expense Policies > Expense Options > Expense Setup tab but when submitting for claim, system did not reflect the updated GST rate. Possible Cause : The GST rate was not updated for that particular company. Steps : ...

• "List of Claim - Pending Payment" does not tally with claims pending for payment at Payment Processing menu.

  Symptoms: The user notices the "List of Claim - Pending Payment" report from Expense Intelligence is either empty or has lesser items as compared to the items listed at Expense > Expense Payment > Payment Processing. Possible Cause(s): The "List of ...