Enables you to define system parameters used in the Expenses and Irregular Claims modules.

To access this window, enter fast path HR97S8 and select User Control > Web Applications > MyView > Expenses/Claims.

Expenses

Car Mileage Taxable Flag

Enter Y if the car mileage expenses are taxable.

Default Form

Enter the ID of the default expense form to use in the MyView Expenses module or select one from the drop-down list.

Allow Search on Cost Code

Select this check box to enable a search facility in the Cost Code field in the MyView Expenses module; this replaces the drop-down list of cost codes.

Cost VAT element to Override Code

Select this check box to cost the VAT element of the expense claim to the override cost code if specified.

Cost Centre Split Message

Click window to enter a message to be displayed to a user of MyView Dashboard if their Expenses claim requires approval from multiple cost centres. The window field displays Y if there is a message configured.

Previous Post Days

Enter the number of days to use the employee's previous posts in determining if an expense claim can be made for posts they no longer hold.

Expense Document Category

Enter the Document Storage category to be used for any attachments associated with expenses claims, or select one from the drop down list.

Claim Help

Enter the display state of the on screen help for the Expenses claim form from the drop down:

• DISPLAY shows the help by default but allows the help to be hidden by the user
• HIDDEN does not show the help by default but allows the help to be shown by the user
• ALWAYS shows the help at all times

Mandatory Receipt Setting

Select the section of the Expenses Claim where receipt documents must be attached if a receipt has been set as mandatory:

• DEFAULT - Attach receipt to claim lines or enter in receipt field
• ATTACH - Must attach receipt to claim lines
• HEADER - Must attach receipt to claim lines or form header

Irregular Claims

Default Form

Enter the ID of the default irregular claims form to use in the MyView Irregular Claims module or select one from the drop-down list.

Cost VAT element to Override Code

Select this check box to cost the VAT element of the irregular claim to the override cost code if specified.

Allow Search on Cost Code

Select this check box to enable a search facility in the Cost Code field in the MyView Irregular Claims module; this replaces the drop-down list of cost codes.

Note: This field is disabled and hidden if your system is using the new version 2 Expenses Module as this always has a search available for Cost Codes if cost code override is enabled.

Buttons

Expenses Ver 2

Click this button to migrate your Expenses data from the version 1 Expenses system to the MyView Dashboard version 2 Expenses. This button is not shown if your system is already using the version 2 Expenses.

Caution: This action cannot be undone and a confirmation message will be shown to confirm the migration. Once performed, the version 1 Expenses system can no longer be used.
During the migrations, any MyView Dashboard left hand panel actions with the version 1 Expenses module attached will be converted to Form History actions with the WEXPCL event type attached. In order to use the new Expenses module in MyView Dashboard, Create Claim actions need to be available on the employee and/or manager left panels. These can be configured in the System Security section Employee / Manager Actions.

Google Maps

Click this button to display Google Maps System Configuration, where you can access the system settings for the Google Maps integration.

Note: Google Maps can only be used with the MyView Dashboard version 2 Expenses.

Note: This button is only available if a valid Google Maps Integration licence key has been entered.

MD97G7