To set up a new claimant or to bring an employee into the Core Expense module, you need to have the employee set up on the payroll module or set up the employee in expense.
To do this, follow the steps below in back office.
Employee is set up on payroll
If the employee has been set up in payroll first, follow the steps below.
Click Core Expense, then click Reference C-C.
Click Claimant, then click the data entry
icon.
In the Claimant field, enter the employee number.
To complete the setup, add the following:
Expense group
Input Location
Bank details
Click the save
icon.
Employee is not set up on payroll
To set up the employee if they are not currently set up, follow the steps below.
Click Core Expense then click Reference C-C.
Click Claimant External then click the data entry
In the Claimant field, enter the employee number, this must begin with 'C'.
Fill the following relevant fields:
Expense group
Scale Code
Cost Centre
Input Location
Bank details
Click the save