How to create a new Expense template

1. Go to Expense > Expense Management > Expense Template

2. Click on “New Expense Template”

a.      Enter “Template Name”

b.      Expense Workflow setting is normally set as <Use System Default>, that is follow the settings in Expense Options. However, if you would like to use other workflow for this new template, you may click on the Drop down arrow and select from the list.

c.      Set Enable as <Yes>

d.      Set Category as <Personal> if this is a normal claim

e.      Set Rule Priority as <Normal> if there is no special rule setting for the individual employee.  

         

f.        Unticked <Verification Flag> option if the claim amount needs to go through entitlement benefit verification.

g.       Payment Criteria – select the appropriate options to determine when the claims can be released for payment. 

h.      Past Receipt Claimable and Past Claim Form Creatable - If <Use Systems Default> is selected, you may refer to the default setting in Expense Options. If <Use Override Setting> is selected, you may enter the new value in the box to override the setting as per Expense Options.

i.         Accessible to Company – If the expense template is also applicable to other companies, you can tick the appropriate company or tick <All company> if it is applicable to all

          

j.         If the claim amount need to be allocated to different cost center, you may input the percentage for the individual cost center.

      

     3.     Click <Save> once the above setting is completed. 

     4.      Next, click on “New Expense Type”  to select the relevant expense types that will be available for claiming under this new expense template.

     

    

   5.      Next, assigned <Benefit Scheme>. Note that only employee who is under the benefit scheme assigned is able to use this new template.

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