Welcome, Guest
Username: Password: Remember me

TOPIC: RECURRING EXPENSE

RECURRING EXPENSE #101

  • gguiang
  • gguiang's Avatar
  • OFFLINE
  • Fresh Boarder
  • Posts: 2
  • Karma: 0
How do I setup a recurring expense in synergy?
The administrator has disabled public write access.

RECURRING EXPENSE #102

  • KellyC
  • KellyC's Avatar
  • OFFLINE
  • Junior Boarder
  • Posts: 23
  • Karma: 0
Hello,

Would you clarify if you mean a recurring expense, i.e. sales expense reports? Is you e-Synergy stand-alone or Integrated?

Thanks
The administrator has disabled public write access.

RECURRING EXPENSE #103

  • gguiang
  • gguiang's Avatar
  • OFFLINE
  • Fresh Boarder
  • Posts: 2
  • Karma: 0
Hi Kelly - weekly expenses that is a set dollar amount. e-Synergy is integrated. Thank you.
The administrator has disabled public write access.

RECURRING EXPENSE #115

  • KellyC
  • KellyC's Avatar
  • OFFLINE
  • Junior Boarder
  • Posts: 23
  • Karma: 0
Hello,

My apologies for the delayed response.

As you have posted this in the e-Synergy section vs. the Macola ES section of the forum I am operating on the assumption that you are looking for ideas and direction towards creating a recurring weekly workflow for resources to realize which will trigger a cue to back-office resources to process a corresponding financial transaction in ES. I hope this is correct?

As this is valuable knowledge for many clients, I am creating a Product Know-How document to publish in the Exact Customer portal that covers the following with steps and screen shots:
1. setting up internal items for expense reports
2. creating recurring request defintions
3. instructions for entering and completing recurring expense requests

Document number to follow upon publication approval.

Kelly
The administrator has disabled public write access.
Time to create page: 0.028 seconds
Powered by Kunena Forum  Protected by R Antispam