Submission of estimates and claims can be done via different expense types. There are 5 pre-defined templates available for each expense type. The chart below provides an idea of how the same template can be used to maintain different expense types.

The boxes shown in Red indicate the templates and the boxes in Green indicate the expense types created.

Step 1 – Select Travel and Expense -> More  Configuration -> Expense Types from the main menu.  You will be directed to the expense type screen.

Step 2 - Click the ‘Add’ button on the Screen. You will be directed to the Add Expense Type screen.

Step 3 – Complete the form.

Step 4 – Click Save. Three new tabs will be available.

Step 5 – Click the Eligibility Link. The eligibility tab will appear.

Step 6 - Click the ‘Add’   button on the top right corner of the Screen and then select Eligible Employees from the drop-down list.

Step 7 – Select the employees who would be using this Expense Type and click Save.

Step 8 - Click the ‘Add’   button on the top right corner of the Screen and then select Eligibility Groups from the drop-down list.

Step 9 – Select the groups which you want using this Expense Type and click Save.

Step 10 – Click the Multi-Currency link. You will be directed to the Multi-Currency Screen.

Step 11 – Select the expense types you want to use and click Save. You may select ‘All’ currencies if required.

Note – Unlisted currencies can be simply added upon client request, by the OrangeHRM team

Step 12 – Click the restriction link. You will be directed to the Restrictions Screen.

Step 13 – Select if the attachment needs to be made mandatory for the expense type and click Save.