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    支出ホーム

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    Article Summary

    このコンテンツは日本語をサポートしていません。

    Available in Classic and VPC

    In the Expenditure Home menu, you can check and manage the preferences of the Expenditure service and expenditure items, and check the log history recorded in the Expenditure menu. You can also click the card or information displayed in the content area to directly use the corresponding function.

    To access the Expenditure Home menu, click Expenditure Home in the left-side menu of the Expenditure service.

    The Expenditure Home screen is laid out as follows.

    workplace-workplace-15-2_home2_ko

    FieldDescription
    ① Content tabSelect the content to be displayed in the Content Area
  • Dashboard: Displays the allocated budget and budget usage status in a card form if Budget is set to Use, as well as expenditure resolution request status
  • Timeline: Display up to 100 logs recorded within the Expenditure service during the recent one month, sorted by latest first
  • Getting Started: Displays the settings necessary for using the Expenditure service in card form
  • ② Content area
  • Displays the budget/expenditure status, log history, and Expenditure service management items according to the selected content
  • Click items or log details displayed in card form to go to the related menu
  • Getting Started

    When you access the expenditure service for the first time, the Getting Started page will guide you through how to set expenditure-related information. Each setting item is displayed as a closed card. Clicking a card once will open the card to show the basic settings. Click it again to go to the related menu.
    To use the Expenditure service more conveniently, follow the order of cards in the Getting Started page and complete the settings for all items.

    workplace-workplace-15-2_gettingstarted1_ko

    FieldDescription
    Set expenditure preferencesOpen the Settings menu where you can set the budget usage status, expenditure report usage status, and the usage status of expenditure resolution report details
    Manage Expenditure ItemsOpen the Manage Expenditure Item menu where you can add, edit, and delete expenditure items
    Manage PermissionsOpen the Manage Permissions menu where you can manage the admin permissions of the Expenditure service

    Dashboard

    After completing all the settings in the Getting Started page, the Dashboard screen will appear when you access the Expenditure service. The Dashboard screen displays expenditure-related summary information in card form.

    The following cards are displayed in the Dashboard screen.

    workplace-workplace-15-2_dashboard2_ko

    FieldDescription
    Allocate yearly budget
  • Displays the allocated annual budget by budget name
  • Click to go to the Allocate Budget menu
  • The allocated annual budget is the sum of the amounts between January and December, so it may differ from the total allocated budget For the total allocated budget, see the Budget service
  • This Month's Report Requests
  • Displays the total amount (based on completed processing) and the count requested by all using departments this month
  • Click to go to the Expenditure Report Request Status menu
  • This Month's Report Requests by Department
  • Displays the total amount (based on completed processing) requested by each department this month
  • Click to go to the Expenditure Report Request Status menu
  • This Month's Resolution Requests
  • Displays the total amount (based on completed processing) and the count for the expenditure usage by all using departments this month
  • Click to go to the Expenditure Resolution Request Status menu
  • This Month's Resolution Requests by Department
  • Displays the total expenditure usage amount (based on completed processing) spent by each using department this month
  • Click to go to the Expenditure Resolution Request Status menu
  • Yearly Budget use (Balance)
  • Displays the annual usage amount (based on completed processing) and budget balance by budget
  • Displayed only if the budget usage status is selected as Use in the Settings menu
  • Click to go to the Use Budget menu
  • The annual budget spending is the sum of the amounts between January and December, so it may differ from the total budget spent. For the total budget spent, see the Budget service
  • Timeline

    Display up to 100 use logs of the Expenditure service for the last one month, sorted by newest first. Click the link for each item to go to the related menu.


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