Expense
How does an Expense Administrator submit claim on behalf of employees?
Steps : 1. Expense Administrator go to Expense > Employee Expense > Expense Data > select the employee's profile. 2. Under <Expense Data> tab, click [New Expense Claim]. 3. Create the Expense Claim Form accordingly and Save. 4. Once Saved, add the ...
How to have additional information input field for claim submission
Example : Require a new field <Merchant Name> for employees to enter the information when submitting new claim. Solution: 1. Go to Expense > Expense group/type. 2. Go to the claim item and setup the additional field 3. Enter "Merchant Name" in <Name> ...
How to change the Month/Year of submitted claim form?
Scenario: One of the staff had indicated the wrong month/year in the claim form. The below step is only applicable to claim form that has not went through verifier approval. If the claim form has already been approved by verifier, the Expense ...
Cost Centre Selection not appearing in Expense Template or Claim items page
a) Go to Setup > Company > Cost Centre, click <New Cost Centre> to create the cost centre under either <All Companies> option or select the appropriate company from the drop down list before creating. b) Go to Expense > Expense Management > Expense ...
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 ...
"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 ...
How to Mass Assign Benefit Scheme?
Symptoms: Administrator would like to assign benefit scheme to more than one employee at the same time. Possible cause (s): 1. There is a batch of new employees joined at a same time. 2. The employees need to have a new Benefit Scheme with same ...
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 : ...
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 update GST rate in Frontier e-HR
1. Go to Claim > Expense Policies > Expense Options > Expense Setup tab 2. Select company. If there are multiple companies, admin will need to repeat the steps for all the companies in order to update the GST rate. The DEFAULT profile contains the ...
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" ...
How to override the benefit entitlement for just one employee?
Eg : How to change the Medical entitlement from $300 to $400 for just one employee without effecting the other employees benefit entitlement. Solution: 1. Go to Expense-->Employee Expense-->Expense Assignment, select the employee and go to Benefit ...
How to change/replace approver in the Expense module?
Symptoms: The user wants to change staff’s Approver from one manager to another manager Possible cause (s): The current manager is leaving the company and being replaced with another manager. Change of workflow Suggested workaround/ solution(s): Go ...
How to amend the receipt claimable date
Symptoms: The date for the receipt that the user wishes to claim is earlier than the allowable date that was set in the 'Past Receipt Claimable' Example : Current month : December 2021 Setting in 'Past Receipt Claimable' : 1 month (receipt date which ...
What is the file size limit for attachment of receipts
Symptoms: What is the file size limit for attachment of receipts Suggested workaround / solution(s): The file size must be less than 2.5MB and in .PDF form
Why employee is unable to amend approved expense claim?
Symptoms: The employee attempts to make amendment for the claim that has been approved by manager. In this case, within his/her Claim status page (My Expense -> Claim Status) , there is no “Amend” button available for him/her to click. Possible ...