Step 2: Setting up for Expense Types

If you wish to record cost allocations for each expense types, you need to set up cost centres & assign them to placements first. If you don't need to record expense allocations, you can skip this part & jump to 3) Set up Expense Types.

1) Set up Cost centre

Go to Master Data --> Cost Centre 

• Add New
• Input Cost Centre Code(ID code of the cost centre) & Cost Centre Name (eg: Travelling expense)

2) Assign Cost centre

Go to Placement to assign cost centres for employees who claim expense

• Placement --> Cost Centre --> Add New
• Assign Cost Centre and its cost percentage  

3) Set up Expense Types

• Go to "Expense" --> "Expense Type"
• Add New 
• Fill in information for this Expense Type 
• Expense code: ID code of the expense)
• Expense type name: EG, Travelling expense
• Expense type nature: General = normal expense claim, employees just need to input claim amount, Transportation = travelling expense that claim involved distance & fuel calculation for employees
• Account Number: For your company account reference, which may need to ask your accountants
• Is Local Expense: Expense will be shown in local expense claim forms
• Is Travel Expense: Expense will be shown in travel expense claim forms
• Is Daily Allowance: Daily allowance for Travel Expense 
• Is Visible in ESS: Is this expense type visible in ESS for an employee to apply
• Is Balance Maintained: Is this a benefit entitlement for employees
• Budgets: If total claim amounts exceed, some employees can't apply for this pay any more.

4) Set up Travelling Region

• Go to "Region" --> Add New
• After Regions were added, employees can apply international Travel Expense Claim and select the location for claim forms

Next > Step 2: Approving for Expense Claims