Import Entertainment Expenses

Explanation

Use this activity to import expenses from the Expense Sheet window into a variable data document which will be used for payroll calculation.

Prerequisites

In order to perform this activity:

• A scheme for Expense Import Assistant has to be configured.
• Variable data document has to be registered in the system.
• Expenses have to be registered by an employee in the Expense Sheet window.

System Effects

As a result of this activity, expenses from the Expense Sheet window will be imported into payroll.

Window

Expense Import Assistant

Related Window Descriptions

Expense Import Assistant

Procedure

1. Open the Expense Import Assistant window.
2. In the Scheme ID field, enter the scheme which will determine what expenses will be imported. A default scheme might be suggested, but it can be changed.
3. In the Document No field, you can enter a new document which will be created or select a document where the expenses will be imported.
4. In the Document Derivation Date
5. In the Import Date From and Import Date To specify a period from which expenses will be imported.
6. Select one of the three available options to determine for whom the expenses will be imported.
   Following values are available:
   • All Employees - expenses will be imported for all users of the current company.
   • One Employee - expenses will be imported for a single employee. To select an employee, enter his or her ID in the Employee ID field.
   • Employee Template - expenses will be imported for all employees included in the employee selection template. To select a template, enter its ID in the Template ID field.
7. Click the List button to
8. Click OK.