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Before you start using Expense claims in Upvise, you must complete the set-up of your Expense claim module in Workbench.

Refer to Expense Claim Setup to complete this step.

Upvise Expense Claims - Setup

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  1. Firstly you will navigate to the Expense Claim Module in Upvise, and .

     

  2. Go to the 'Payment Modes' Tab

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  1. In the payment modes tab, you need to create two payment modes

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