14.4.3. Setting up Expense Profiles

Each organization can set up and customize the expense properties according to the organizational requirements.

To modify various items within the expense sheet:

  1. Click HRM > Expense > Admin > Profiles.

  2. Select the options according to your preference from the specified drop-down lists for the following characteristics:

Field

Description

Layout

No. of Rows in Expense Report

The number of rows that are shown in the expense report.

Show row and column totals for expense report

An option to see the row and column totals on the input and edit screens of expense sheet.

Expense Header

The text that appears at the top of the expense report

Expense Footer

The text that appears at the bottom of the expense report

Features

Allows users to approve their own expense report

If set to manual workflow, users will be able to approve their own expenses.

Show detail link on weekly expense report

An option to show the detail hyperlink on the weekly expense report

Allow external file upload

An option to allow file or image attachment on the weekly expense report

Show History

Displayed on expense edit screen

Cost Per Mile

The cost per mile mentioned here is useful for calculating the mileage amount when filling up mileage on the expense report

Functions

Expense Start Day

The day which appears on the first column of a weekly expense

Number of forward periods

The number of starting dates a user will be able to choose to create a new expense report

Number of backward periods

The number of past dates a user will be able to choose to create a new expense report

Enable Bulk Approve

Allows bulk approval of user's expense reports

Enable Auto Approve

Skips the approval process for certain users and marks the expenses as approved as soon as it is submitted

Show Reimbursements Screen to Administrators

An option to show the reimbursement processing screen to the administrator