Expenses
From Subscribe-HR Wiki Help
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# If you would like to add another Expense, click "Add New Line" on the bottom right of the form. | # If you would like to add another Expense, click "Add New Line" on the bottom right of the form. | ||
# Select the <b>Submit</b> or <b>Update</b> button. | # Select the <b>Submit</b> or <b>Update</b> button. | ||
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<b>Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.</b> | <b>Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.</b> | ||
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| − | Note: If you are using the Expense Form to submit Authorisation to Managers (Employee to Manager), please activate the relevant Workflow/s. Speak to your Account Manager about this. | + | Note: If you are using the Expense Form to submit Authorisation to Managers (Employee to Manager), please activate the relevant Workflow/s. Speak to your Account Manager about this. |
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[[File:subscribehr_logo.gif]] | [[File:subscribehr_logo.gif]] | ||
Revision as of 00:25, 4 April 2013
Employee Expenses
The Employee Expenses Form:
Creating Work Expenses Records
- After logging into Subscribe-HR, select the Human Resources TAB.
- Select the Employee folder.
- Select the desired employee.
- Select the Expenses Claim Form sub-folder.
- Select the create button.
- Fill in the fields. Date: Type: Ammount: Description.
- If you would like to add another Expense, click "Add New Line" on the bottom right of the form.
- Select the Submit or Update button.
Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.
Expense Fields Explained
| Field Name | Description |
| Date | The date of the Expense |
| Type | The Expense type that is being claimed. If you want to update or add to the options available in this Drop-Down option, please do so in the Code Library |
| Amount | Dollar Amount of the Expense |
| Description | Type in details about the Expense |
| Total | Total Expense Claim |
| Submitted Date | Date the Expense was Submitted for Authorisation |
| Status | Whether the status is "Request", "Rejected", "Authorised", "Cancelled". |
Note: If you are using the Expense Form to submit Authorisation to Managers (Employee to Manager), please activate the relevant Workflow/s. Speak to your Account Manager about this.
