Bar code Scanning (Optional)
If Bar Code Scanning is integrated into your ProMaster application, the bar code would be included in the above Expense Report and the following will be a very similar procedure for you to carry out:
1. Select the Document Ctrl tab;
The Document Control page appears.
2. Select the
Date From and
Date To;
3. Select the
Acct Type from the drop-down list;
The drop-down list is limited to the Account types assigned to the Account Holder.
It is defaulted to `
All Accts'.
4. Select whether the
List is to contain expenses that are documented, undocumented, or both;
5. Select the
Status of the expenses from the drop-down list;
6. Select the
Expense ID or
Document ID;
7. Click
Refresh and the list will reflect the parameters selected above;
You can activate the Select flag in the following ways:
· Select each
Select flag individually;
· Click
Select UnDocumented to activate all
Select flags for expenses with no
Document ID.
Once an expense has a
Document ID, it cannot be selected with any others.
The generated Expense Report appears in a separate browser window where you can print it.
9. Print a copy of this report and submit it to your Supervisor/Financial Official for approval.
Notice that the only difference is the inclusion of a bar code that will be scanned by your Supervisor/Financial Official once you submit the expense.
When a Supervisor approves some expenses via the Document Scan option, the Expense IDs belonging to the entered document numbers are displayed. The report will then display if the expense was processed and the status of the expense before and after the scan.
