[Workflow Management] Modifying the Expenditure document Form
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STEP 1 Introducing/copying expenditure document form
- Admin > Workflow Management > Common Doc Form Management
- You can copy the document form by checking the check box in front of the Expenditure document Form and clicking the Change Active Status icon in the upper right corner.
- Admin > Workflow Management > Provision Doc Form Introduction
- After checking the check box in front of the expenditure document form, you can select a category by clicking the Select Form Introduction button in the upper right corner and introduce a new form to [Common Doc Form Management].
STEP 2 Modifying a Form
- Admin > Workflow Management > Common Doc Form Management > Click the Expenditure document Form Name
- If you delete the total and expenditure components, the form does not work with attendance management.
- If a calendar integration is required, you must add the date component of basic components to proceed with the calendar setup.
- For other information, you can add entries to the form through the basic components, the connection components.
- Learn more about the component settings in [Workflow Management] Learn more about Premium Forms
STEP 3 To set processes and common information for a form
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- Admin > Workflow Management > Common Doc Form Management > Click the Expenditure document Form Name > Click the button in the upper right corner
- You can set common information by clicking the Process Settings button on the form and clicking the Document Form Settings button.
- The process and common information set up will be attributed to the Expenditure document form.
- More information about process registration can be found in [Workflow Management] To register a common process
- You can find more information about common information settings in [Workflow Management] To set common information for a form