Quick Start Guide

This category should be used to store documentation related to employee expenses, for example expenses incurred while traveling.

A few points to keep in mind with this category:

Employee Name – This is a free text field. The yellow highlighting indicates that it is a mandatory field. This means the field requires a value to be entered in order to save the document.

Expense Status – This is a keyword dictionary, a field which only allows users to select values from a pre-determined list. This field uses a pre-existing keyword dictionary called Expense Status. Although the entries in this dictionary can be modified and added to, the default values are:

•Approved

•Missing Info

•Rejected

•Submitted to Finance

•Submitted to Manager

•Under Review

Employee ID - It’s recommend to make this field mandatory for identification purposes. You can do this by right-clicking on the field box, selecting Properties, and checking the box labeled Mandatory. This field also contains automatic links to other categories. This means that documents which share the same value for this field will be automatically linked across categories, making it easier to find related documents. This field is linked to the field Employee No. in the Employee Record category of the Human Resources folder.