経費ホーム
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    経費ホーム

    • PDF

    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/VPC.

    In the Expense Home menu, you can check and manage the expense status such as expense request and settlement history and integrated card approval history, and view related statistics at a glance. You can also click the card or information displayed in the content area to directly use the corresponding function.

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

    The Expense Home page is laid out as follows.

    workplace-workplace-8-2_home_ko

    AreaDescription
    ① Content tabSelect the content to be displayed in the Content Area
  • Dashboard: Displays the expense summary information as a card.
  • Timeline: Displays up to 100 logs recorded within the Expense service during the recent month in the order of latest first.
  • Getting Started: Displays the settings necessary for using the Expense service as a card, and displays expense items, settings, and budget status.
  • ② Content Area
  • Displays the budget expense status, log history, and Expense 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 Expense service for the first time, the Getting Started page will guide you through how to set expense-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 Expense service seamlessly, follow the order of cards in the Getting Started page and complete the settings for all items.

    workplace-workplace-8-2_gettingstarted_ko

    AreaDescription
    Set expense environmentTakes you to the Set Expense menu for managing the basic settings to use the Expense service.
    Register corporate credit cardTakes you to the Manage Card menu for registering corporate cards and setting integration with credit card companies.
    Manage expense itemsTakes you to the Manage Expense Item Code menu for managing expense items.
    Set expense audit itemsTakes you to the Manage Audit Items menu for setting items for Self Check audit during expense settlements and managing explanations.
    Manage PermissionsTakes you to the Manage Permissions menu for managing the permissions to use the Expense service.

    Dashboard

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

    The following cards are displayed in the Dashboard page.

    workplace-workplace-8-2_dashboard_ko

    AreaDescription
    Summary Information
    • Displays the total amount of expense plans requested until present and the total amount of expense settlements.
    • Click to access the corresponding sub menu.
    Expense Report
    • Classifies and displays expenses that occurred until present according to the settlement method, and displays the integrated card usage status, audit item violations, and explanation status.
    • Displays the yearly expense amount trends and settlement trends by expense item as charts.
    • Click to access the corresponding sub menu.

    Timeline

    Displays up to 100 logs of the Expense service for the last one month in the order of newest first. Click the link for each item to go to the related menu.


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