Register Expense Import Assistant Scheme

Explanation

Use this activity to register an assistant scheme for the Expense Import Assistant. Theme is a set of predefined assistant settings which can be selected in the assistant. This activity will create an "empty" scheme, which will be configured in later activities.

Prerequisites

There are no prerequisites

System Effects

As a result of this activity, an assistant scheme will be registered in the system.

Window

Expense Import Configuration

Related Window Descriptions

Expense Import Configuration

Procedure

1. Open the Expense Import Configuration window and add a new record.
2. In the Scheme ID field, enter a unique identifier of a scheme.
3. In the Scheme Name field, enter a name of the scheme.
4. In the Scheme Description field, enter a longer description of what the scheme does, such as what expenses will it import.
5. In the Import With field, select what date will be assigned to the expenses when they are imported into the variable data document.
   Following values are available:
   • Registration date- each imported expense will be assigned a date on which it was registered.
   • Authorization date- each imported expense will be assigned a date on which it was authorized.
6. If you are designing a default scheme, which you would like to automatically suggest to all employees who open he assistant,  select the Default check box.