Configure JobBag for Expenses v2

Configure JobBag for Expenses

Expense Claim Approval Privileges

Privileges for users that can approve claims

Select the following options in User Group Administration: 

• View expense claims
• Create and edit expense claims
• Access other users expense claims
• Approve expense claims
• Edit approved expense claims

Privileges for users that can create claims, but cannot approve claims

Select the following options in User Group Maintenance: 

• View expense claims
• Create and edit expense claims

Configure Approval of Claims

Before starting, you may wish to select the option  "web expense claims need to be approved and posted in two steps". This is option is a choice - it is not mandatory.

Expense Claims Process  

The expense claim process has four steps. Submitting an expense is the first step.

Depending on your organisation's set up, you may see 2, 3 tabs or 4 at the top of the page.

If you are not able to approve a claim, you will see two tabs.

Submit an Expense 

Click on the 'EXPENSES" tab.

You have the following options:

1. Create expenses with or without attached files
2. Delete an expense 
3. Convert an expense into a claim

You have the option to use filters to customise your view of expenses. 

You have the option to view more or less columns of information. 

Create a Claim

Claims are created, edited, deleted and submitted in this tab.

Manager's  Review 

This may be turned off for your organisation, or for users without appropriate privileges.

Finance Process

 This may be turned off for users without the appropriate privileges.