Transportation/Expense (Application Management)

To Set Account Items

Click the "Account Item Settings" link on the setting menu, and the window of the same name appears.
You can add, update, and delete account items to be used for adding transportation/expense data.

• Add an account item.
• You can change the order of the items in the list.
  Choose purpose items on the list and then press "Change Display Order" button to switch the screen mode to Change Display Order mode.
  And then, select a position where to move to. You can select more than one user.
  * Press and hold down the mouse button over the data you want to move and move the mouse and release the mouse button on desired place to change the display order.
  
• Delete account items.
  Select items you want to delete from the list and click the button. You can delete more than one item at once.
• The list of the account items.
  It shows their account names and account codes.
  Click the link of an account name, and its modification window appears.

To Add Account Items

Click the "Add Account Item" button, and the window of the same name appears.

• Enter the account name.
• Enter the account code if needed.
  
• Enter the remarks if you want.
  It may be useful to write what this account item is used for.
  

Click "Update" button to save the changes.

To Update Account Items

Click the link of an account name in the Account Item Settings window, and its modification window appears.



Click "Update" button to save the changes.

To Delete Account Items

Click the "Delete" button on the Account Item Settings window or the Update Account Item window.
Click "Yes" to execute the delete. The deleted item cannot be recovered. Please take note.

To Set Connection to Workflow

Click the "Workflow Link Settings" link on the setting menu, and the window of the same name appears.
You can select a Workflow application form, which is used as an initial option when the users create a Workflow application through the Transportation/Expense features.

• Click the [Select] button to open the application form selection window. Select the initial value of the application form to connect to workflow.
  (For more information, please refer to Workflow > Common Function > To Select Application Form in the User's Manual.)
  When "None" is selected, application creation screen will be opened with no Workflow application form.

Click "Update" button to save the changes.