To add types of claims, please follow the step below:
- Select on “CONFIGURATION”, “EXPENSE CATEGORIES” and click on “VIEW LIST ”.
- After click view list, you will see the following page.
Description:
A | To add a new claim type, click on the ADD button. |
B | Click EDIT to modify the data. |
C | Click DELETE to delete the data. |
3. Once you clicked “ADD”, you will see the following screen.
Description:
A | Put the expenses category name here. |
B | Put number of attachment need to attach (if required). |
C | Put a default description if any. |
After add new configure expenses categories, you have to set expenses.
- To add new Expenses, go to “FINANCE”, “CONFIGURATIONS”, choose “EXPENSES” and click on “ADD NEW”.
- After click “ADD NEW”, you will see the following page:
Descriptions:
A | Choose expenses category here. |
B | Write a name of the expenses here. |
C | Here, you can choose whether a expenses have fixed price or not. If you choose YES, you have to set the price. |
3. After done, please click “SAVE”.