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Administrator Guide
上次更新時間 ：2023-06-23
Create Expense Reports for Pre-Hires

Create Expense Reports for Pre-Hires

Configure:
  • Payment elections for pre-hires.
  • The
    Expense Report Event
     business process and security policy in the Expenses functional area.
You can create expense reports on behalf of pre-hires to detail their incurred expenses and report and analyze spend.
  1. Access the
    Create Expense Report for Pre-Hire
     task.
  2. As you complete the task, consider:
    選項 說明
    Copy Previous Expense Report
    Workday doesn't copy:
    • Expense itemizations
    • Attachments
    Worktags
    使用 Worktag 做為關鍵字，更輕鬆地分類和尋找交易。在
    「維護 Worktag 用途」
     任務中配置允許的 Worktag 類型。當您選取具有相關 Worktag 的 Worktag 類型時，Workday 會自動使用相關 Worktag 值填入交易。
    Reimbursement Payment Type
    Workday populates the reimbursement payment type based on the expense payment elections that you configure for the expense payee.
    If you don't configure payment elections for an expense payee, Workday uses the payment elections defined for your company.
    Select payment types with a payment method of
    Check
     or
    Manual
    .
  3. (Optional) On the
    Header
     tab, edit the expense report header details.
Create and itemize expense report lines.