Define General Rules-EmployWise

Define General Rules

This section helps you in defining rules for allowing claiming of expenses and travel requests.

Steps for defining rules:

1. Click on Travel & Expense in Settings Section and select "General Rules"

     Travel & Expense > General Rules

    

2. Set the rules on the basis of days you want to allow for claiming and make requests as shown below:

   

Claim rule can be on the basis of

i. days past expense date or

ii. Allowing to claim for a particular month before a specified date of the next month

Travel request rule is set on the basis on travel date

3. Click "Save"

You can Edit the rules by following the same steps

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