Expenses
From Subscribe-HR Wiki Help
(→Creating Work Expenses Records) |
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The Employee Expenses Form: | The Employee Expenses Form: | ||
| − | ===Creating | + | ===Creating An Expense Claim Form=== |
# After logging into Subscribe-HR, select the Human Resources TAB. | # After logging into Subscribe-HR, select the Human Resources TAB. | ||
# Select the Employee folder. | # Select the Employee folder. | ||
Revision as of 00:16, 17 July 2018
Employee Expenses
The Employee Expenses Form:
Creating An Expense Claim Form
- 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 from the left side menu.
- Select the [Add New Record] button.
- Fill in the fields. Date: Type: Amount: 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.
