Import General Expenses

Explanation

Use this activity to define what general expenses will be imported from the Expense Sheet/Expenses tab into payroll variable data document whenever an associated scheme is selected.

Prerequisites

In order to perform this activity:

• An expense assistant scheme has to be registered in the system.
• Expense codes that would normally appear on Expense Sheet/Expenses tab have to be registered in the system.
• Payroll parameters of type Variable that are used in a variable document have to be registered in the system.
• Expense rules have to be registered in the system.

System Effects

As a result of this activity, a set expense codes (associated with general expenses) will be imported by the Expense Import Assistant whenever a relevant assistant scheme is used.

Window

Expense Import Configuration

Related Window Descriptions

Expense Import Configuration

Procedure

1. Open the Expense Import Configuration window.
2. Search or populate to find the relevant Scheme ID.
3. On the Expenses tab, add a new record.
4. In the Expense Rule field, enter the expense rule associated with general expenses.
5. In the Expense Code field, enter the expense code associated with general expenses. Expenses registered on this code will be imported into payroll when the scheme is used in the assistant.
6. In the Parameter ID field, enter the identifier of a parameter under which the expenses from the Expense Sheet window will be imported.
7. If you select the Accumulated check box, all values registered under a given wage code in a given time period will be added, i.e., the imported data will not to be split into particular dates.
8. If you select the Accounting String check box, preposting information about employee's organization unit will be included in the import.