| Set configuration ... |
To ... |
| Tax Evidence - Allow Level 3 |
Affects Tax-Evidenced transactions with Level 3 line items. The Account Holder is not allowed to add or remove line items but may want to split a particular line item by amount. This option will allow the Account Holder to split Level 3 line items by amount any number of times and specify different GL coding for each split. |
| Auto Verify Transactions |
For transactions that are waiting Account Holder verification, this will display a blue tick image for those transactions that are under the specified threshold amount. When the action icon is clicked, the system will automatically create an expense for the transaction, apply the appropriate GL coding, and submit the expense for approval. |
| Display Expense Group |
Display and allow editing of the Expense Group on the Expense page. |
| Expense Edit Running Total |
Display a running total in the Expense Edit page. |
| Gazetting Of Transactions |
Display Transaction Gazettal Information when required for verifying transactions. |
| Item Description Mandatory |
Make the description field for items in an expense mandatory. |
| Expense Description Length |
Set the maximum length for Expense Line Item description. |
| Personal GL Overlay |
Overlay Personal GL Codes rather than replace them on expenses. |
| Protect Currency Rate |
Allow for the modification or protection of currency rates when verifying transactions or creating personal claims. The following options are allowed:
· NO PROTECTION - allow modification of the currency and currency rate for transactions and personal claims
· PROTECT ALL - protect the currency and currency rate for transactions and personal claims
· PROTECT TRANSACTIONS ONLY - protect the currency and currency rate for transaction verification only
· PROTECT CLAIMS ONLY - protect the currency and currency rate for personal claims only
· CLAIMS SYSTEM RATES ONLY - protect only the currency rate for personal claims only
· PROTECT TRANSACTIONS & CLAIMS SYSTEM RATES ONLY - protect the currency and currency rate for transactions and the currency rate only for personal claims
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| Purpose Field Mandatory |
Set the Purpose field to be mandatory when creating expenses. |
| Display Invoice Input Field |
Display invoice input field in `display trans', `display expense' and `expense edit'. |
| Tax Evidence - Edit Tax Code |
Allow tax code to be edited for leve1/level3 tax-evidenced transactions. |
| Tax Evidence - Override Tax Amount |
Allow the override of the tax amount in tax-evidenced transactions in the Expense page as there may be rounding issues that need to be addressed. This does not include Mixed Supply tax-evidenced transactions. |
| Tax Evidence - Override Tax Amount Mixed Supply |
Allow the override of the tax amount in tax-evidenced transactions in the Expense page for mixed-supply transactions - as there may be rounding issues that need to be addressed. |
| Auto Create Currency Rates |
When switched on, creates currency rate records during verification of foreign transactions. The exact currency rate will be calculated from the transaction amount and the foreign amount and the currency rate will be stored. |
| Allow Verify New |
Allow new expenses to be created when verifying transactions. This would be turned off if only require matching to previously-created expenses. |
