Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: Create a Timesheet Event-Based Expense

Example: Create a Timesheet Event-Based Expense

Example: This example illustrates how to create an event-based expense with an
Event Type
 of
Timesheet
.
You want to ensure workers with more than a 10 hour day receive a meal stipend. You configure a timesheet event-based expense that automatically triggers the meal stipend when a timesheet is submitted with more than 10 hours in one day.
  • Enable the
    Expenses & Adjustments
     module.
  • You must have the
    expenses.event_based_settings.admin
     permission for the
    Event-Based Expenses
     to display.
  • Create an expense type for Daily Meal Stipend.
  • Create a work site for Columbus, OH, USA.
  • Create a job template for Box Packer.
  • Create an expense report type and category for Default Expense.
  1. From the header, select
    More
    Company Settings
    .
  2. Under the
    Accounting
     section, select
    Event-Based Expenses
    .
  3. Click
    Create
    .
  4. Enter these values:
    Option Description
    Field
    Enter
    Event Name
    Daily Meal Stipend
    Event Type
    Timesheet
    Approval Strategy
    Automatically approve
  5. In the
    When
     section, click
    Add Criteria
    .
  6. Select
    Timesheet Hours Per Day
     and enter
    10
    .
  7. Select
    Work Site
     and select
    Columbus, OH, USA
    .
  8. Select
    Job Template
     and select
    Box Packer
    .
  9. In the
    Then
     section, select these values:
    Field
    Enter
    Expense Report Type
    Default Expense
    Expense Report Category
    Default Expense
    Expense Type
    Daily Meal Stipend (USD)
    Expense Value
    10.00
  10. Click
    Save
    .