In Spend Cloud, you can track the progress of expense claim assessments. You can access this menu through Expense claim / Progress.
In this menu, you'll find a timeframe for each employee indicating how many days an expense claim has been pending for assessment. When you click on an employee, you'll see which expense claims are involved. After clicking on the employee, you can send an email reminder to the employee at the top of the overview, reminding them that there are expense claims awaiting assessment. Additionally, you can generate a PDF of the selected overview using the 'Generate PDF' button. you can send them an e-mail to remind them that there are still expense claims waiting to be assessed.
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Exporting expense claims
After being assessed and approved, expense claims are sent to the ‘Export’ menu item, where they can be exported. This generates an export file that is automatically sent to the financial package via a web service or that can be manually imported ...
Where can I find my expense claims?
In the 'Archive' menu section, accessible through Expense claim / Archive, you can view a comprehensive overview of the expense claims you've created (grouped by period). Using the selection options on the left, you can generate various reports of ...
Configuration settings for Expense claims
In the menu section "Configuration Settings / Expense claims," you will find settings that apply to the Expense claim module. For more information about configuration settings, refer to this article. Make sure you understand what each setting does ...
Assess expense claims
It's possible that within your organization, you're responsible for reviewing expense claims submitted by your colleagues. When there are expense claims that require your review, you'll be notified through an email. Additionally, on your dashboard ...
Where can I see who assesses which expense claim?
Administrators of the Expense Claims module can generate an overview of the procuratorship scheme for Expense Claims by going to Application Management / Organization / Roles. Make a selection for the Expense Claims module and, if necessary, for an ...