If your company uses the e-xpense module, then follow these instructions to set company-wide expense parameters. Find out more about setting up e-xpense.
To set expense parameters
From the JAMIS Administration home page > Setup tab, under Application Setup, click Parameter Setup. Or, from the top of any JAMIS Administration screen, click Application Setup > Parameter Setup. The Parameter Setup screen appears.
Click the Expenses tab.
The Enable Saturday Night Stay Analysis (SNSA) check box defaults to turned off. Check this box if you want to let employees enter Saturday night stay analysis data when they itemize costs on travel requests.
The Enable itinerary dropdown list defaults to Disabled. Select Required or Optional if you want to let employees enter itinerary details on travel requests. If you select Required, then an employee must enter an itinerary before s/he can submit a travel request. You can customize the headings and questions that employees see on the Itinerary Information screen.
The Delete approved requests check box defaults to turned on. Turn off this check box if you want to prevent employees from deleting a pre-authorization request after it is fully approved.
The When approver is self, send requests and reports field defaults to Do Not Send. Select one of the following options if you want e-xpense to automatically send a request or report to an alternate approver whenever the employee submitting is in the request or report’s approval structure.
To Employee’s e-xpense Approver: e-xpense sends the request or report to the submitting employee’s e-xpense approver.
To Employee’s Manager: e-xpense sends the request or report to the submitting employee’s manager.
Select one of the following options from the Prorate per diem for multiple expense reports dropdown list to determine how e-xpense calculates per diem rates when you set up forms to both allow multiple reports for one trip and enforce a percent of the maximum M&IE (meals and incidental expenses) per diem on the first and last day of reports.By Pre-Authorization Request
By Expense Report
Prompt Employee
By default, the Allow self-approval of pre-authorizations when no cash advance check box is turned off. Turn on this check box to let users approve their own pre-authorizations if they are not requesting a cash advance. You will find this useful if you have job managers who know their own budgets and often must travel quickly without waiting for another manager’s approval.
By default, e-xpense lets an employee enter multiple columns with the same date on one expense report. To disallow entry of the same date in multiple columns, turn off the Allow the same date in multiple columns check box. When you turn off this check box and an employee tries to submit a report that has the same date in more than one column, an error requires the employee to change the duplicate column date to a date that is unique for the report.
Click Save.