FAQ on Expense Voucher
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Auto Expense Voucher
Why aren’t auto expenses showing up for resolved service tickets in AntMyERP?
Check Date and Ticket Matching:
Ensure that the date of the solved service ticket matches the date for which you are trying to track auto expenses. Expenses may not show up if the dates do not align.
Verify Employee Settings:
Double-check the employee settings and confirm that the per unit charges have been added correctly. Make sure you have selected the correct expense categories or units.
Review Auto Expenses Configuration:
In your Finance Settings, verify that the “Auto Expenses” feature is indeed turned ON.
Expense Categories and Units:
Make sure that the expense categories and units associated with the auto expenses are properly configured and linked to the service ticket or employee settings.
Check Transaction Logs:
Review the transaction logs or activity history in AntMyERP to see if there are any error messages or notifications related to auto expenses.
Data Entry Accuracy:
Ensure that all data, including mileage readings, rates, and any other relevant information, is entered accurately and consistently.
User Training:
Ensure that employees responsible for entering data are trained properly and are following the correct procedures.
GPS Expense Voucher
How can I set up a new mileage rate for employees in AntMyERP?
The steps you’ve provided seem to be accurate for adding a new mileage rate to an employee in AntMyERP. Here’s a summary of the process:
Access Employee Settings:
Log in to your AntMyERP account.
Navigate to the “Settings” section.
Organization Profile Edit,
Find and select the “Team” or “Employees” option (or similar) from the settings menu.
Search for the specific employee for whom you want to add a new mileage rate.
Edit Employee Profile:
Click on the employee’s name or profile to access their details.
Add New Mileage Rate:
Locate the field or section where you can input the mileage rate.
Enter the new mileage amount or rate that you want to assign to the employee.
Save Changes:
After adding the new mileage rate, make sure to save the changes to the employee’s profile.
Odometer Expense Voucher
What’s the method for calculating mileage using odometer readings in AntMyERP?
Access Odometer Voucher:
Log in to your AntMyERP account.
Go to the “Finance” section and select “Expense Voucher.”
Choose “Odometer Voucher.”
Enter Odometer Readings:
In the Odometer Voucher form, input the “Start reading” displayed on the odometer before the trip begins.
Enter the “End reading” displayed on the odometer once the trip is completed.
Complete Other Fields:
Fill in any other required or relevant fields in the form.
Save the Voucher:
Double-check all the details for accuracy.
Click “Save” to record the Odometer Voucher.
Other FAQs on Expense Voucher
Why does an expense voucher marked as paid still appear in the pending tab?
To facilitate the seamless processing of expenses vouchers in the finance system, please follow the steps outlined below:
Navigation:
Access the Finance module.
Select “Expenses Voucher” from the left menu.
Locating Voucher :
Find voucher number under both the “Pending” and “Paid” tabs.
Action Required:
Click on the “View” button inside the voucher.
First Approval:
Within the voucher, locate the “First Approval” button in the right-hand side header.
Click the “First Approval” button.
Page Refresh:
After clicking, allow the page to refresh.
Second Approval:
Once the page refreshes, you will find the “Second Approval” button in the same location.
Click on the “Second Approval” button.
Pending Voucher Display:
The voucher will now be moved from the “Pending” tab to the “Paid” tab.
Old Zero Amount Vouchers:
For old zero amount vouchers, initiate the processing through the Approval Process.
Result:
After processing, the old zero amount voucher will be displayed only under the “Paid” tab.