Accessing Existing Claims
NOTE: You can only amend expenses that are included in an unpaid claim if your login profile gives you the ability to edit expenses. If not, you can only v...
Mon, 15 Mar, 2021 at 4:05 PM
Adding and Maintaining Expense Data
When you choose to add an entry or to amend or view an existing entry, a screen appears:     Resource Enter or search for the resource incurring the ...
Mon, 15 Mar, 2021 at 4:07 PM
Amending and Accepting Expense Claims
If you are a manager or supervisor, you will be able to accept expense claims for your staff. Select either Accept or Reject for an unaccepted claim , or ch...
Mon, 15 Mar, 2021 at 4:08 PM
Claims tab
The product offers the ability to submit and manage expense claims for the purpose of expense reimbursement. NOTE: The Claims tab provides a single view t...
Mon, 15 Mar, 2021 at 4:09 PM
Expenses
NOTE: Existing expenses and claims can also be selected and processed through the Search option.   Access expense details through t...
Mon, 15 Mar, 2021 at 4:11 PM
Expenses tab
  The screen lists expenses for all dates, resources, projects and types. Change the filter settings (described in the Using the Product Guide) to alter th...
Mon, 15 Mar, 2021 at 4:11 PM
Paying Expense Claims
You can pay accepted claims if you have login permissions set for selected or all resources. If so, choose an accepted claim and then select either Pay or R...
Mon, 15 Mar, 2021 at 4:14 PM
Submitting a Claim
For submitted claims: •      Date is set to today’s date •      Notes provides any appropriate information. When you click Save, the Claimed column is...
Mon, 15 Mar, 2021 at 4:19 PM
Submitting an Expense Claim
After choosing to add a claim, processing depends on settings made by your System Administrator. If an expense category is to be specified when creating a ...
Mon, 15 Mar, 2021 at 4:19 PM