Local Expense Report Create
The Local Expenses module allows users to submit and manage expense claims for local expenditures.
Overview
Users can attach supporting documents, categorize expenses based on predefined types, and ensure accurate reporting.
Users with Local Expence Create permission can create, save as draft or send a travel request.
Users with Local Expence Manager permission can create, save as draft or send a travel request, either for themselves or on behalf of other beneficiaries.
General Information
- Organization Unit: Displays the organization unit, either autofilled for users in a single unit or selectable from a dropdown if they belong to multiple units.
- Beneficiary: Autofilled with the user’s name. However, a Local Expense Manager can select any beneficiary from all users.
- Purpose: Specifies the reason for the report.
- Summary: Provides an overview of the report details.
Document Rows
- Expense Type: Select from predefined expense types in Expense Types.
- Description: Provides details about the expense.
- Date: Specifies the date of the expense.
- Quantity: Indicates the number of units related to the expense.
- Price: Specifies the cost per unit.
- Rate: Displays the applicable currency exchange rate if relevant.
- Total: Automatically calculated based on quantity and price.
- Attachments: Allows users to upload and manage supporting documents.
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