The setup of the module
Expense Claims - Notification Emails in the Spend Cloud
Within the Spend Cloud, different types of notification emails are sent to the relevant employees for each module. Some notification emails are purely informative, while others prompt the employee to take action. This article provides an overview 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 ...
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 ...
Expense claim types
When creating an expense claim, the user needs to choose an expense claim type. In the Application Management / Expense claim / Types menu, you determine the types the user can choose from. By clicking the 'Add' button at the top of this menu, you ...
Setting the expense claim procuration levels
In the menu section 'Procuration', you can set the level at which expense claims need to be assessed. Adding a New Procuration Level A procuration level allows you to specify the amount up to which an employee is authorized to assess. For instance, ...
Expense claim units
In the 'Units' menu, you can specify the units under which items can be claimed, such as kilometers and pieces. Under 'Types,' you can configure which unit corresponds to each type of expense claim. Adding Units At the top of the units overview, you ...
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