Do you want to empower your employees to submit expenses for reimbursements? The following will guide you through setting up expense reimbursements on the Avanti Self-Service Portal (ASSP).
Before setting up expense reimbursements on ASSP, please ensure:
You’ve downloaded the Time Entry Template Expense Template.xml. This can be found as an attachment at the bottom of this article.
You have an Expense Earning Code set up in the company and added to the employees. Don’t have an earning code for expenses? Go to Setting up an Expense Reimbursement Earning Code for more information.
You have a Document Type specifically for expenses, if required. Don’t have a Document Type created for expenses? Go to Creating a New Document Type for more information.
How to Enable File Upload on Time Entry
Complete the following to allow file upload in Time Entry.
Step 1: Navigate to the Time Entry tab under the Options Tab in Payroll Parameters.
By default, this can be found on the Options tab in Canadian Payroll >> Installation and Maintenance.
Step 2: Select Allow time entry documents if not selected.
Step 3: Select OK to save your changes.
How to Update the Allowed Document Types for Upload
By default, employees can select any document type when uploading documents in Time Entry on ASSP.
Employees can only select document types if they have User Group Access, Insert Responsibility, and View Responsibility.
To restrict which document types are available for selection on ASSP, identify the Document Type IDs which should be available.
Step 1: Open Administration Settings on the Avanti Self-Service Portal and select the Company Settings tab.
By default, this can be found in Administration.
Step 2: Enter AllowedTimeEntryDocumentTypes into search. Ensure there are no trailing spaces.
Step 3: Select Edit.
Step 4: In Value, enter a comma-separated list of the Document Types to make available for selection when a document is uploaded on Time Entry and Approve Time Entry.
Step 5: Select Save.