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.
To add a new claim type, click on the ADD button.
Click EDIT to modify the data.
Click DELETE to delete the data.
3. Once you clicked “ADD”, you will see the following screen.
Put the expenses category name here.
Put number of attachment need to attach (if required).
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:
Choose expenses category here.
Write a name of the expenses here.
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”.