Expense Sheet/Credit Card
Usage
Use this tab to view the credit card transactions of the employee. You can
filter the information in this tab for the travel period in the expense sheet or
view all the transactions of the employee. Using the information
in this tab, you can register expenses for the credit card transactions.
Following right-click actions are available on the tab:
- Generate Expenses - fetches credit card transactions made by the
employee during the period entered in the header.
Note: Transactions classified as partially balanced (one transaction
that can be potentially listed on several expense sheets) will not be
automatically fetched.
- Show All - if selected, it shows all transactions connected
to the selected employee that are not part of any other expense sheet. If
cleared (by default), it displays only transactions from the period entered
in the header.
- Add as Expense - copies selected transactions to the
Expenses tab. It also selects the Expense check box for
selected records to distinguish them.
- Add as Entertainment - copies selected transactions to the
Entertainment tab. It also selects the Entertainment check
box for selected records to distinguish them.
- Add as Compensation - copies selected transactions to the
Compensations tab. It also selects the Compensation check box
for selected records to distinguish them.
Activity Diagrams
Enter
Employee Expenses
Activities
Generate
Expenses for Credit Card Transactions
Add Credit
Card Transaction as General Expense
Add
Credit Card Transaction as Entertainment Expense
Add
Credit Card Transaction as Compensation