EMS - Administration

Dimensions

• Dimension fields and settings
• Create a new dimension value

Accounts and currencies

• Create a new account
• Create a split account
• Splitting expenses
• Create new currency
• Automatic accounting with Article codes (MCC codes)

Users

• User settings - Personal informations
• Create a new user
• Change name on a user
• Change approver on users
• Resign a user
• Fast Track - information

Company Policy

• Requirements for receipt (attachment) on expenses
• Requirement for mandatory dimension per account
• Travelinsurance link
• Travel agency link
• SOS and contact link
• Company policy link

Company Policy Manager (CPM)

• Getting started with CPM
• Spot check in Finance (CPM)
• Amount per. Participant or days (CPM)
• Account to be checked in Finance (CPM)
• Employee spotcheck setup (CPM)

Additional settings

• Maintain country selection
• Configure status e-mail
• E-mail administration
• Change e-mail content
• Configuring reminder e-mails

Groups (Roles)

• Assign or remove group from user
• Employee group
• Approver group
• Secretarie group
• Administrator group
• Finance group

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TIME configuration

• Create categories for registrering
• TIME category with balance tracking

General information

• What is a split account