Context.
To create a new “Expense Template”, you must take the following information into account on each of the tabs:
- General Information. Displays the data recorded for this template and the workflows included in it.
- Expense Types. Select from the list of expenses which ones will be included in this new template; these will be the expenses that employees can use.
- Companies. Select the company or organization that will use this expense template.
- Payment Methods. Select from the list of payment methods which ones will be allowed for employees to use with this template.
- User Hierarchies. Define the hierarchies included in this template and select the expense policy associated with each hierarchy.
- Cost Centers. Select from the list of cost centers which ones will be included in this template.
- Apportionments. If the “Apportionments” option is configured in the company, you must select this section for use.
In the following video, you’ll see the steps to create a new expense template and learn how to select that template when generating an advance request.