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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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For those using standard approval of Expense Claims (see CP “Expense Claim Approval Process”), to avoid an Expense requiring to be approved again in Workbench after it has been synced from Upvise, we have introduced a new setting to indicate that the Expense Claims will be synced as approved. Setting: “Upvise Sync Expense Claims Approved”.

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