Click “Quick Request” pushbutton to view the “Quick Request” screen.
Enter the following field details in “Quick Request” screen:
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Expense Item |
From the drop-down list box, select the required expense item. The combo is loaded with all distinct expense items for which the login user is eligible or has permissions. |
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Request Number |
On successful submission, the system retains the content of the UI and refresh with the “Request Number” generated for the expense. |
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Limit per Request (INR) |
On selecting the expense item, the UI event on the expense item fetches the limit per request amount in the expense currency for the expense item along with the currency code. |
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Balance (INR) |
The “Balance” of the expense item is displayed based on the attributes of the expense item. If the expense type is ‘Actual’ then balance of the expense would not be shown. If this is ‘Limited’ then the balance of the expense item would be shown. This would be in the expense currency. |
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Amount (INR) |
Enter the requested amount. |
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Date |
The date field is displayed based on the attribute. If “Expense is submitted for a period” is checked under the item definition, then the to date is shown and blank otherwise. |
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Remarks |
Key in any remarks or feedback, if any. |
Click “Attach” pushbutton. On clicking this button, the interface (Default interface of the iPad feature) in the options for "Camera", "Gallery" would be displayed. Camera would invoke the device's camera.
On clicking the Gallery, the photos will be uploaded from the device's gallery folder.
On successful upload of image, the image is uploaded with the link for viewing the image. This link will be available under “Receipts” section.
Click “Submit” pushbutton to submit the details entered. On successful submission, the system retains the content of the UI and refresh “with the Request Number” generated for the expense.
Click “Submit Expenses” pushbutton to submit the quick request. This goes for Pending for Authorization.
If this interface was invoked from L1 ESS page then on closure, system updates the pending expenses with this value in base currency. The count of Pending records gets increased by 1.
If this interface was invoked from L2 ESS page then on closure the pending tile count is increased. All Requests count is increased by 1. On selection of either of the tile, system fetches the raised requests.