This tab provides general information on an Employee Expense Report: an employee reporting the business expenses or requesting a refund on such expenses, the entity for which the employee works, the date of the report.
On this tab, the following fields are required: Employee and Entity.
The "Employee Expense Report (create)" form. The Main tab
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The Basis field is auto-populated if this expense report was created on the basis of a document of the following types: Bank Payment, Cash Payment, Cheque Issued, and Goods Receipt Note (the Goods Receipt Notes are available if the Separate Inventory and Financial Documents option is selected on the Administration > Settings > General Settings form and the Separate Inventory and Financial Documents option is selected in the master record of the specified warehouse). If needed, you can manually select the basis document from the list of available documents (for this, click Show all from the drop-down list). Once the basis document is selected, the data is copied Click the Fill by Basis (
) button to copy the data from the basis to this expense report. If, after you edited the document, you want to cancel the edits, click the Fill in button by Basis button – the details from the basis document will be copied to the expense report.
The Requisition field is available if the Enable Requisitions option is selected on the Administration > Settings > Purchasing and Warehouses form. The field is populated automatically if the Employee Expense Report was created based of a Requisition. If the Employee Expense Report should include items from multiple Requisitions, consider moving the Requisition field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar.
In the Comment text box, you can specify some additional information.
Notice a link representing the default (accounting currency) and the default VAT option (AED, VAT Applied, Prices Include VAT in Out of Scope – in the screenshot above) below the Basis field. Click the link to change the currency of the document or select another taxation option. This invokes the Currency dialog box.
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After entering some data on the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document.
Use the Settings button to change the position in document of the Requisition field.
The Document Settings dialog box
Once you are done with option selection, click OK to save the settings and close the dialog box or Cancel to close the dialog box without any changes to the settings.
To create a document based on the expense report, click the Generate button and select the required document type:
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