🌟 From Kickstart
The allowance categories are necessary to get started within Easy1. Haven't done it yet? Check the rest of the setup steps for initial use.
Have allowance categories changed due to applicable laws and regulations or has new internal policy been created regarding travel expense allowances? Then, modify the allowance categories for travel expense claims.
Here's how:
- Click from the User Home on 'Administrator' and navigate in the left sidebar to 'Expense configuration'. Then click on 'Allowance categories'.
- Click on the already created reimbursement category:
- Next, modify the data you want to change, for example, by adding an extra rate if rules have changed:
Or change other applicable aspects:
Category Name
Enter the name as seen by the employee (claimer). You can enter a different name here than the name of the general ledger account in your financial package. This is a default value. The new name in the software ensures that it is logical for the employee where the claim is placed.
Unit
Here you have the choice between 'miles' and 'kilometers'. Select the correct option.
General Ledger
We retrieve all general ledger accounts from your financial package. Select the correct general ledger account where the mileage claims should be booked.
Date
Enter the date from which the rate applies. Does the rate change in the future? You can already enter this for the effective date. From that date, the new rate automatically applies. Do this within the same reimbursement category so that previous reimbursement categories apply retroactively and are easy to find.
Rate
Enter the rate that applies to your organization. We use this rate to automatically calculate the reimbursement and display it directly to the employee and financial officer. Do the reimbursements change from a certain date? Then click on Add Rate, so previous claims remain valid for previous rates.
Employees can now easily declare their travel expenses according to the valid rate!