To add an expense trip for an employee in Core Expense, the back office user will need approval rights and access to the employee's expense group and input location.
To do this, follow the steps below.
Click CoreExpense, then click Input.
Click Create/Maintain Expense Item, then click New Trip.
In the Nature of Service field, enter the trip header.
In the Date From/To fields, enter the trip start and end date.
In the Analysis Details section, enter the relevant Analysis Codes.
To select the relevant analysis, click the list
icon.
📌 Note: To skip the back office Approval process, change the Status field from New to Approved.
Click Save, then click the Receipt tab.
Select any cell highlighted in blue and add the expense items.
Fill the following fields:
Date From/To
Time From/To
Location From/To
Expense: To select an expense code, click the list
Units
Claim Value
Click Save.
If you have a subsistence or a kilometers claim, click the Kilometres Subsistence tab.
Fill the following fields:
Date From/To
Time From/To
Location From/To
Kilometres
Overnight Ind: Select only one option.
Reason
Rtn
Add Pass
Click Save, then click the Detail tab.
Click Submit for Approval.
If you've already changed the Status field to Approved in Step 6, skip step 11.
A pop-up confirmation window displays, select Yes.