Expense Application Process
Contents
1. or employees of such a firm or company The recipient by its receipt and non rejection of this work acknowledges that this work is confidential information and contains proprietary information belonging to interSoln and further acknowledges its obligation to comply with the provisions of this notice For Customer Use Only Page 2 of 11 Release 2 0 interSoin 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs 0 l n Email enquiry intersoln com Table Of Contents COPY RIGHT sessscsciscccsssccssssssasscscossssesseccosacscessscsssscteasecssdsasessccsosecsesasscsaasssasessesecceedbcessdscsasacsconesdsesecaases 2 TABLE OF CONTENTS sisssssscsssscsesicssassssscssccessvscossscoasscsessesssovscsssccsoscessaseecesesesetscsaseesssasscesssctesdeesestecsesess 3 1 TIN TFRODUCTION sisiscessscsssscsssecccsstscesscctesacsconssdsssscsescesessseestscsoosssassascsssesoscesedestsedescoaseseasscsdstescsasees 4 2 GETTING STARTED wicsscssscticcccsncsssnssscovescavssscessonsuacsasissaseassssnvausnnsancuscseaoseesasonsssosonnssesevessaseescnosods 5 2 1 LOGIN eee a E E O EERS 5 2 2 BUSINESS PROCESS MENU cccccccsssccesssccsssecssssecesseceessecesseccsssecesssecesecesssscessesesssesesssseesstees 6 2 3 BUSINESS TEMPLATE MENU ccccccccsscccssscccsscecsscecesseecessecesssececssecessecesseecessesesssesenssaeenseees 6 2 4 BUSINESS FORM MENU nesnenin ar O E AEAEE NER e Ea EAEN RESOA 7 2 5 PREFERENCES MENU 00ccccccccsssc2. an adapt the process when changes are required Organizations can equally well automate and manage formal office processes interSoln Workflow Portal come with the following modules A Human Resource Process e Leave Application e Expense Application B Sales Tracking Process C Request For Quotation Process D Product s Promotion s Process This document covers the usability of the expense application module Please note the interSoln Workflow Portal HTML interface is totally customizable But the fundamental are the same For Customer Use Only Page 4 of 11 Release 2 0 interSoln interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 Email enquiry intersoln com 2 Getting Started Before we proceed into the later portion of this user manual you need to know the fundamental of the interSoln Workflow portal The following sections shall guide you through these 2 1 Login Start your Internet Explorer and enter the interSoln Workflow URL in the address bar You can get this information from your administrator Login with the user name and password that is assigned to you by the same administrator J Favertes Heak e gt DD Dh Gretes Grete J D 4S Dy Address E herpssNocaboat Login Figure 2 la Login Screen Upon successful login you ll see the following screen Please take note of the location of the arrows below The following section will detail how to manoe
3. ceed fac AANE User Name ALL Reports Type After Date Created Before Date Closed 4 Done O p EE vocal intranet Figure 3 2 2 Human Resource Report s Screen 3 2 2 1 Expense Claim Report This report allows the administrator to generate the expense claim to look at a specific cost centre s or user s based on a specific date This way a company can better know its employee s spending trend so as to plan accordingly A expense summary web page piaroo axl EXPENSE SUMMARY interSoin The Basiness Process mae Cost Centre Code _ Cost Centre Name Description Amount admin intersoln com CAR Expense Car Expense code for expense claim 18 00 admin intersoin com IT IT Dept IT Department 55 00 Total 73 00 Report Completed Bring close Figure 3 2 2 1 Expense Claim Report For Customer Use Only Page 11 of 11 Release 2 0
4. cessceccscecessceccssecesscecessecesseccsssecceseeesssesecsuecessesenssesenssaeesseaes 8 3 HUMAN RESOURCE PROCESS sissscsssscccsssscsssosessovscsesscssesssoossenssescssssssosssesssscsssesconsscosssssssasectosees 9 3 1 EXPENSE APPLICATION cc ccccscccssssccssseccsssecssseccssseceessecesseccssseceessecessecesssscesssscesesecssscenstees 9 3 2 ASSIGNED COMPANY ADMINISTRATOR cccccccsssscesssccsssceceseccsssecessseesseceeeeeseaeeeseeeeesas 10 3 2 1 Cost Centre Maintendncee c cccccccccccccsecccccccssssccscssseccscessessccuscnssscscecsussessensuseceseesaeseeees 10 3 2 2 Generate Report secsc iiss ies wesceceicsdebeses seats E visas taaasictcdhoneniv ite EE a dee a Il 3 2 2 1 Expense Claim Report lt 0c60 scc cccccsstcenecrcetoseonsuceopececesocasereseanacceopesucenncssgnceenposreatccuavendaraecse 11 For Customer Use Only Page 3 of 11 Release 2 0 interSoin 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs 0 l n Email enquiry intersoln com 1 Introduction Surprises and exceptions are common in daily business interSoln Workflow is a new generation of product designed with flexibility in mind to meet the needs of people who work in varying business situations interSoln Workflow allows business professionals to improve business processes through experimentation and learning Teams can coordinate their work by building the work process following the progression of the work and authorised users c
5. ess to someone else in the interSoln Workflow user directory P eitersoin Workllow 2 1 Microsolt Internet Explorer aiai Yes Favortes Tous tpo tak DD Owh Grete Freda 9 De Ob OT a Agress E tata hxahow rtersoninder mo Jes Leave Request Form Name salen ies Application No SSS tman ST e a Starting rrom P o a Total Days Please supply relevant details in full where appropriate a approve Disapprove rime our Arex Leave Balance 3 used of 10 oy Di eco ro oret Figure 2 4 Business Form Screen For Customer Use Only Page 7 of 11 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 in te rs 0 l n Email enquiry intersoln com 2 5 Preferences Menu To set your user and administration preferences select Preferences from the top right hand side of the web page Depending on your access rights given to you by your administrator you ll be allowed different access to different option in the preferences menu F interSoln Workflow 2 1 Microsoft Internet Explorer leh x Eile Edt yew Favorites Tools Help ESEIA EE ice Le ae Ea Address hitp flocalhost interSolnjindex jsp interSoln Username admin intersoin com Business Processes Business Templates Preferences User Profile Business Process Management Change Password e Configurator Maintenance Human Resource Process Download User Manual Cost Cen
6. interSoin 30 Cecil Street 15 00 Prudential Tower Singapore 049712 in te rs 0 l n Email enquiry intersoln com USER MANUAL Expense Application Process Prepared by interSoln Date May 25 2006 Document Number EXPENSE2 0 Revision 2 0 For Customer Use Only Page 1 of 11 Release 2 0 interSoin 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs 0 l n Email enquiry intersoln com COPYRIGHT This proposal is copyrighted proprietary material of interSoln No part of this work may be copied reproduced modified published uploaded posted transmitted or distributed in any way without interSoln s prior written permission interSoln respects copyright law and expects our users to do the same Unauthorized copying distribution modification public display or public performance of copyrighted works is an infringement of the copyright holders rights This work is classified as confidential information and is disclosed only to the recipient to whom this work is addressed This confidential information is to be used solely for the purpose of the recipient to evaluate if it should accept the technical solution proposed by interSoln The contents or subject matter of this work or part thereof must not be revealed to any third party without prior written permission from interSoln The third party to whom the communication is made includes an individual firm or company or an employee
7. localhost interSolnjindex jsp interSoln Username admin intersain com Saturday May 27 2006 Business Processes Business Templates Business Form Logout Preferences Cost Cost Centre Maintenance Search Cost Centre Code Go Select All mi Cost Centre Code Cost Centre Name Description CAR Expense Car Expense code for expense claim m IT IT Dept IT Department Delete Cost Centre New Cost Centre 4 Done O E vocal intranet Figure 3 2 1 Cost Centre Maintenance Screen For Customer Use Only Page 10 of 11 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 i n te rso l n Email enquiry intersoln com 3 2 2 Generate Report At present the human resource process is able to generate two type of reports namely Expense claim and Leave application based on the following condition Cost Centre Code User Name After Date Created and Before Date Closed Zj interSoin Workflow 2 1 Microsoft Internet Explorer al x Eile Edit View Favorites Tools Help Hak gt O A A Aseh Ggravortes Breda A D SE Sl be Address http localhast interSaln index isp z ce Logout interS oln e susiness process people Username admin intersoin com Business Processes Business Templates Business Form Saturday May 27 2006 Preferences Human Resource Process Reports Report By Cost Centre Code Pro
8. nternet Explorer E Back gt A A Reach Favorites Media gia 35a8t Address http localhostjintersoln index jsp co interSoln the business process people Username admin intersoln com Friday May 26 2006 Business Processes Business Templates Business Form Expense Request Form Name Application No TEI nnn Claim Date Email Expense Date Description Currency Amount Receipt Ref Today wk Sun Mon Tue Wed Thu i 18 1 2 3 4 5 20 14 15 16 17 18 19 20 21 21 22 23 24 25 26 27 22 23 29 30 31 EXIT SUBMIT ExT suem Select date Application No Claim Date Amount Claimed 14 23 05 2006 17 39 123 00 fa OE T E Local intranet Figure 3 1 Expense Request Form Screen For Customer Use Only Page 9 of 11 Release 2 0 interSoin 30 Cecil Street 15 00 Prudential Tower Singapore 049712 in te rs 0 l n Email enquiry intersoln com 3 2 Assigned Company Administrator Administrator has rights that normal users do not have Hence he she has the following responsibilities before normal users can proceeds with their using interSoln Workflow s Human Resource Process 3 2 1 Cost Centre Maintenance This screen is for the administrator to maintain the entire company s cost centre code s 1 Microsoft Internet Explorer View Favorites Tools Help Heak gt A A Reach Favorites media A b 3 A H ur Address http
9. tre Maintenance Leave Type Maintenance User Maintenance Generate Reports Sales Tracking Process e Country Maintenance e Customer Maintenance e Product Maintenance e Sales Review Request For Quote Process Product Maintenance e Reports Ej Done T E Local intranet Figure 2 5 Preferences Screen For Customer Use Only Page 8 of 11 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 in te rs 0 l n Email enquiry intersoln com 3 Human Resource Process The Human Resource Process presently comprises of two applications i e Leave Application and Expense Application This document shall cover the Expense Application only The system can be used as a stand alone application and fully supports workflow recommendation and approval It can also be used in conjunction with a back office HR application and regularly export expense information for functions such as petty cash encashment 3 1 Expense Application To request for expense application highlight the Expense Application from Business Template and click on the Start button Upon successful request the following screen will be shown Enter the necessary information and scroll all the way to the bottom of the page to select the necessary action button Users are able to apply expenses spent on behalf of company and view previous expense leave history from this screen rSoln Workflow 2 1 Microsoft I
10. ur administrator you ll be able to start different business request D interSoin Workflow 2 1 Microsoft Internet Explorer alai xi De Edt wew Favortes Tools teip mek gt O I Auh re Guis I D 4 St a acess E rerocinocamoctietersoninde Dl gy friday May 26 2006 Username admin gntersoln com Business Processes Business Templates Business Form Business Templates e EXPENSE APPLICATION Human resource module sdman 2305 2005 05 14 c LEAVE APPUCATION Human resource module dma 23 03 2006 05 44 e OPPORTUNITY Bades teachang process module eden 23 05 2006 04 45 REQUEST FOR QUOTE Request for quotation module dimen 23 05 2006 04 07 Start ore D inane Figure 2 3 Business Templates Screen For Customer Use Only Page 6 of 11 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 i n te rso l n Email enquiry intersoln com 2 4 Business Form Menu To share business details information pertaining to an active business process move your mouse over the Business Form menu after you ve open an active business process A pop up window will indicate four options for you to select Attachment s Use to add remove attachment to opened active business process Comment s Use to add comments on opened active business process History Use to provide a graphical view of the opened active business process ReAssign Use to reassign current task in opened business proc
11. uvre through them o DeMMGC 20050 o neamo noxwnw CCa T Bere Figure 2 1b My Worklist In tray Screen 5 Use as filter to look at current active business processes 6 Ue toindicate current systemdate 7 Ue toenter preferences settings 8 Use tolgut of interSoin Warkflow Page 5 of 11 For Customer Use Only Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 in te rs 0 l n Email enquiry intersoln com 2 2 Business Process Menu To open your current task in a business process move your mouse over the Business Process menu A pop up window will indicate two options for you to select My Worklist In Tray Use to indicate all the active process the require your action now Browser Use to provide a graphical view of the business process that you re a participant of D interSoln Workflow 2 1 Microsolt Internet Explorer le ci Yew Favertes Took tiep tack gt O A Qh re Gads G D oo GH lal Aghess 48 htp iocahostirtersonirser sp My Worklist In Tray View VIEW aL 3 G PID 12 APPLY EXPENSE o 23 05 2006 05 00 23 05 2006 05 00 C PID 13 MANAGER APPROVAL o 23 05 2006 05 00 23 05 2006 05 00 Open cS O Local etranee Figure 2 2 Business Processes Pop Up Screen 2 3 Business Template Menu To start a new business request click on the Business Template menu and depending on the rights that you ve been given by yo
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