Service Overview

Available in Classic and VPC

In the Expenditure service, you can request and manage medium to large scale expenses using expenditure resolution forms. You can quickly identify the expenditure status through the dashboard and reports. The user can view and use budgets when requesting expenditure report and expenditure resolution by integrating with the Budget service. Expenditure slips can be automatically created by integrating with the Approval and Accounting services.

To use the Expenditure service, click the [Service Menu] > [Expenditure] buttons at the top right corner of the PC web page in order.

Expenditure Admin Scenario

The usage scenario for an Expenditure admin is as follows.

1. Expenditure Service Basic Settings

   • Set whether to use budgets, whether to use expenditure reports, and whether to use expenditure report and expenditure resolution details
   • Add, edit, and delete expenditure items
   • User Guide pages for this step
     • Getting Started
     • Settings
     • Manage Expenditure Items

2. Manage Expenditure

   • Check expenditure report request status
   • Check Expenditure Resolution Request Status
   • Check Settlement Status by Vendor
   • Check Settlement Status by Expenditure Item
   • User Guide pages for this step
     • Expenditure Report Request Status
     • Expenditure Resolution Request Status
     • Settlement Status by Vendor
     • Settlement Status by Expenditure Item

3. Mnage permissions

   • Grant and remove admin permissions for the Expenditure service
   • User Guide pages for this step
     • Manage Permissions

Please Check FAQs.

Q. What is the difference between an expenditure resolution report and an expense settlement form?

• The difference is the target of payment. The expenditure resolution report is a form mainly used for making payments to vendors when processing the company's expenses. The expense settlement form is a service mainly used for making payments to employees within the company when processing the company's expenses.

Q. When creating an expenditure resolution, a message appears, notifying that the budget is insufficient. Can I add budget?

• Select one of the three methods below to handle the issue.
  • If a remaining budget balance exists from the previous month, you can carry over the balance and use it. In the Budget Service > Allocate Budget menu, change the carryover status of the budget to Y.
  • You can change (increase or decrease) the budget amount or monthly allocation amount when a budget excess or deficit occurs. For more information, see Allocate Budget.
  • If the budget is not controlled, you can use the amount without amount limits, and thus, set the budget control status to N in the Budget Service > Allocate Budget menu.

Q. What is the difference between an amount in an expenditure report and an amount in an expenditure resolution report?

• In the expenditure report, enter the sum of the supply price + VAT. When creating an expenditure resolution report, you can split the supply price and VAT into separate entries.

Q. When I create an expenditure resolution report, it says that "It can't be saved because the amount is too high.".

• If you're referencing an expenditure report document that has already been created, you can't exceed the amount of the expenditure report.