Enter Allowances

Use the following procedure to add an allowance.

1. In the navigation menu, click My Allowances.

   The My Allowances page appears.

2. In the Date field, type a date for the allowance or select from the calendar.
3. In the Allowance Code pick list, start typing the name of the allowance and then click the required allowance in the filtered list. Alternatively, click the show options button to select the allowance from the lookup list.
   See Lookup Functionality.

   You have the following options to select information in a lookup field.

   • Click in the field and start typing

     The auto-complete list appears. When you start typing in a lookup field, the items are filtered by the value you type using the "has word that starts with" clause on the code and description of the items.

     For example, the following lookup list is reduced from 12 items to 5 items when you type "ch".

     Use the arrow keys to move to the required option in the filtered list and then press Enter to select it.

     

     

     Important: If you want to view the whole list, then you must clear the text in the field to remove the filtering.

   • Click the down arrow to display the items in the lookup list.

     Note: If the lookup already has a value selected, then you must delete that value or the lookup list will be blank (because it is filtered).

     The list automatically displays a maximum of 15 items. The status row at the bottom of the list shows the number of items available. Click the status row to see more items.

     If the total number of items is greater than 100, then you may not be able to see all of the items. In this situation you start typing in the text field to search for the item.

   When you select an item from the list, the record description is displayed below the field.

4. In the Quantity field, enter a value.

   If you were entering a allowance such as mileage, then you would enter the number of kilometres in the Quantity field.

5. In the Notes field, enter an explanation to your manager for this allowance or irregular payment. Your payroll person will also be able to see the note.

   

6. Click Submit.

   The allowance is created in the Submitted Allowances grid below the form.

   

   When you submit an allowance successfully:

   • Your manager is advised by email that you have submitted an allowance.
   • An Allowance item is created on your Active Items | Current tab.
   • An Allowance item is created in your manager’s Active Items | Current tab.
7. Use the same procedure to add any other allowances that you require. Alternatively, if the allowance is similar to the one you submitted, then you can copy the allowance.

Copy allowance

To copy an allowance, click the copy icon beside the allowance that you want to copy.

The allowance is copied to the form above the Submitted Allowances grid so you can change details, such as the date and notes, and then Submit the new allowance.

Topic: 38499