Whenever making use of cost administration, some employees want to obtain advance loan before preparing their business trips.
Let’s review those functionalities in a complete brand new tutorial.
Employee creation
Like we used to do, the initial thing is to produce a worker when it comes to appropriate entity (Human resources > Workers > Workers > New).
Then, you will have to produce a “Person” supplier, and choose “Use selected record” once you would be expected by the system that the provider exists when you look at the international target guide. It takes place only when you have dial the initial and final title precisely about the past setup.
Don’t forget to select a combined group for the supplier, and dial OK.
Get back to your worker, when you look at the hr module, to test owner account is affected in from the trouble tab > “Employee mapping and per diem rates”.
Then, assign the worker towards the user that is current the machine management module.
Workflow setup
You shall want to setup at minimum 2 workflows, and a 3rd one in choice. The workflows can be purchased in Expense management > Setup > General > cost administration workflows
Cost management setup
We now have not done when it comes to setup that is required. Get within the Expense management > Setup > General > cost administration parameters, and check always you’ve got filled the Ledger journal name that is daily. Continue reading Making use of Cash Loan functionality. The approver (myself for the reason that instance) want to accept the demand.