Backstage Expense module enables you to record expense claimed by staffs, prepare the related payroll, and also make use of these result in Expense modules. The key records in this module are:
Backstage has to know what are the different expense types available in your company. Usually this can be known from your present expense claim form and look at the different claim item category.
Your company may entitle some benefit to staff according to your company policy. You need to create the Benefit Entitlement and assign to staff in the staff Placement profile.
Backstages has to know the cost allocation of the expense amount belongs to. Otherwise, the staff or you cannot create the Expense Claim.
If Expense Claims Application is enabled in ESS Portal, staff will be submitting applications and have their approvers review them. Learn how to setup the expense approver in the staff Placement profile as well as what you can do when managing Expense Claim Application.
Expense Claim is the records for managing and calculating the expense claim of the staff. Each Expense Claim represents the details of the expense claimed by staff. Back-end user is responsible for reviewing the approved claims and settle the payment.
Once the expense is reviewed, you can generate Expense Payment batch and add the claims to the batch. Backstage will follow the amount you defined to complete the payment.