Quick Expense Reporter is designed to report and create an expense on a quick manner. Mainly designed for mobile users who wants to report expenses at the time of occuring.
The Quick Expense Reporter only contains few of the expense related fields in it which are the most important data that needs to be inserted to create the Expense Sheet. User can select the Expense Type, Project Activity or Work Task, the amounts that needs to be entered and can insert an attachment of the relevent expense. (The type of the attachment can be either Media or Document. This can be decide in the Expense Rule Level)
To perform this activity you need to have;
Expense Rule
Expense Codes
Currency Codes
Project Or Work Task registered
in the system (Optional)
If the default expense rule is connected to “documents”
library and a attachment will be uploaded, there has to be a default document
class and document default values (defined in document management basic data.)
As a result of this activity an Expense sheet will get created for the employee.