In some cases, you might want certain expense codes not to be visible to employees when submitting expense claims. To exclude these expense codes from the dropdown list for specific claimants or expense groups, you need to enable the Expense Exclusion parameter.
To do this, follow these steps in back office.
Enable parameter
To enable the Expense Exclusion parameter, follow the steps below.
Click CoreExpense, then click Reference S-Z.
Click System Parameters, then click Common 2.
Under SIAT Expense Exclusion, select Turn on Expense Exclusion.
To save this, click the save
icon.
Exclude expense code
After enabling the parameter, exclude the expense code you want to hide from employees when they submit claims.
Click CoreExpense, then click Reference D-L.
Click Expense Exclusion, then click Common 2.
In the Expense Group field, enter the relevant expense group number.
Click Search.
Highlight the relevant expense group and claimant number.
Scroll to the right, then select for the relevant expense group, Exclude All.
To save this, click the save