The system enables admin to add categories for which employees can raise expenses. These categories ease out the need for different companies to specific categories based on their requirements. The categories can be updated if the expense module has been enabled from the settings section, follow the path: Control Panel -> Settings -> Modules, go to the section Enable expense report and enable the same.
After creating the expense category, you need to assign it to the relevant users as well.
Create Expense Category
- Navigate to: Control panel -> Expense
- Click on the Categories (given in the page navigation bar)
- To Add/ Manage expense report categories
- Enter the Name, Description, Parent Category
- Bill Mandatory: To make Bill Mandatory, mark the check box
- Click on Save (to update the entry)/ Reset option is also given (to erase the filed details)
- The entry will be updated in the list with details
- Different actions can be performed by the options given under Actions column
Assign Category
- Click on assign category given on the top right corner of the page
- New page will open up showing the fields to define limits for each expense category based on bands
- To impose limits on categories based on Bands, mark the checkbox
- Details: Select the Category, Band, Unit Cost
- Enter the values for Maximum Amount to be consumed
- Enter the values for Maximum No. of Units to be consumed
- Click on Save button (on the middle of the page)
- Entry will be updated in the list with complete details
- You can perform different actions on the entry by the icons given under Actions column
All the changes will be made instantly.