Expense Claim (Application Settings)

To See the List of Unpaid Expenses

Click "Unpaid Expenses" of Settings Menu to see the list of expense reports which are not authorized yet.
List of reported unpaid expenses is displayed.

* The recipients can authorize their received expense claims.

Paid marks selected expense reports as paid, Unpaid as unpaid.
Select items you want to change and press this button to change. You can select one or more reports in the list at the same time.
Export downloads a CSV file of selected expense reports.
Select items you want to export in CSV file from the list and click the button to perform. You can select one or more reports in the list at the same time.
Delete deletes selected expense reports.
Select items you want to delete from the list and click the button to perform. You can select more than one setting.
This is the list of your received expense reports which are not authorized yet.
Click the link of an expense reports to go to Expense Details screen.

* Expense reports marked as paid will disappear the next day.

You can go through the same procedure as in the user's manual about seeing and editing expense reports.

* You can not create a expense report in Application Management.

For more information, please refer to Expense Claim in User's Manual.

To Select Common Recipients

Click "Register Recipients" of Settings Menu to go to Register Recipients screen.
You can select common recipients.

* Users can select their recipients from common recipients.

Select users.
When you press "Select" button, Select User window is displayed.
(For more details about user selection, please refer to Common Functions for All Screens > User/Group/Role Selection in User's Manual.)
This is the list of your recipients.
To deselect a recipient, hover the mouse over the recipient and click "x" button.
Press "X" button to delete a user from the list.

Click "Update" button to save the changes.

To Manage Recipients for Each User

Click "Recipients Settings for Each User" of Settings Menu and go to Recipients Settings for Each User screen.

* You can select recipients for a user from common recipients. Select common recipients on ahead.

Users who belong to the group you selected are displayed.
When you press "Select Group" button, Group Selection window is displayed.
List of users is displayed.
Click the link of a user's name to go to Edit User's Recipients screen.
Reporters of each user is displayed.

To Select Recipients for a User

On Recipients Settings for Each User screen, click the link of a user's name and go to Edit User's Recipients screen.

This shows the target user's name.
Select users.
When you press "Select" button, Select User window is displayed.
(For more details about user selection, please refer to Common Functions for All Screens > User/Group/Role Selection in User's Manual.)
This is the list of your recipients.
To deselect a recipient, hover the mouse over the recipient and click "x" button.
Press "X" button to delete a user from the list.

Click "Update" button to save the changes.

To Manage Titles of Expense Claims

Click "Title Settings" of Settings Menu and go to Title Settings screen.
You can manage titles of expense claims.

Add Title creates a title.
Change Display Order changes how to order 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 move one or more items at the same time.

* 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 deletes titles.
Select items you want to delete from the list and click the button to perform. You can select more than one setting.
This is the list of titles.
Click the link of a title name to go to Edit Title screen.

To Create a Title

Click "Add Title" and go to Add Title screen.

Enter a title name.

Click "Update" button to save the changes.

To Edit a Title

Click the link of a title name and go to Edit Title screen.

Click "Update" button to save the changes.

To Delete a Title

On Title Settings or Edit Title screen, click "Delete" and Confirmation dialog will appear.
The expense report will be deleted right after clicking "Yes". The deleted items cannot be recovered. Please take note.