Enter expense
Create Expense Entry
Last updated
Create Expense Entry
Last updated
Allow users to enter the reimbursement data for users, departments, companies, and projects.
In the [Enter Expense] menu, fill in the required fields and click "Submit" to create a new expense entry. If there are additional expenses to log, the user can click "Save and Next" to proceed with the next entry.
Field Explanation:
Reimburser: The individual making the reimbursement; Defaults as current user, mandatory, can only select one user, and resigned users cannot be selected.
Budget used: Budget this expense will utilise to deduct from.
Reason: Justification for the reimbursement.
Reimbursement Date: Date when the expense was incurred; Defaults to today's date and is mandatory.
Reimbursement amount: Total amount being reimbursed for this expense.
Reimbursement category: Indicates the expense category being reimbursed. If categories are hierarchical, only the lowest-level category can be selected.
Expense beneficiary: Specifies who benefited from the expense; Options can include a department, individual user, company, or project.
If there are several entries to be recorded at once, the user can use the Multi-Enter function to log several entries simultaneously.
Step 1: Click on the "Multi enter" on the top-right side of the page.
Step 2: Fill in the entries and click on "Submit" to create them.
Remark:
The user will still have to fill in the scope of Expense beneficiary based on the options selected.
Step 1: In the top-right corner of the page, click "Import".
Step 2: Export the template by clicking on "Export template"
Step 3: Fill up the Excel template
Step 4: Select the updated Excel file by double-clicking on the file or click on the file and click "Open".
Step 5: Click "Start importing" to begin the import.
When the import is complete, an Excel file will be generated to inform the user of the import status of all rows.
Remark:
The system will check if the current expense entry will exceed the budget if submitted. Reminder will be prompted and entry may be blocked based the budget settings.
