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Allowance Claims

Allowance - Daily Travel

Allowance - Car Travel

To create an allowance claim:

1. Click on the Create Expense icon on the Home page;

2. From the Create Expense page, select `Claim' as the Account Type from the drop-down list;

3. De-activate the Cash Acquittal? flag;

4. Select an Expense Group from the list on the right;

5. Enter the Purpose for the claim;

6. Select an allowance Expense Type from the list on the right;

If the Expense Type is "Day Travel", see Allowance - Daily Travel.

If the Expense Type is "Car Travel", see Allowance - Car Travel.

7. Enter any additional items and their associated information by clicking Add Item;

The Add Item button will create a new claim item. Repeat step 6 for each item.

8. Click either the Save or Submit buttons.

Clicking Save will save the claim without progressing it along the workflow.

Clicking Submit will save the claim and progress it along the workflow.

Tip:

To delete an expense item, activate the Delete? flag to the right of the item line that you wish to delete. The deletion(s) will occur when Save or Submit is clicked.

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