Expense Module Setup, General tab
費用模組設置,一般頁

Expense Module Setup is under System Manager ⇒ HRPro Setup.

費用模組設定位於系統管理器 ⇒ HRPro 設定下。

Expense Module Configuration

Enable Expense Module. When disabled, all Expense Items in the main menu become unavailable to users. 

Expense Entry 

• Disallow amend record generated by Employee Portal: When enabled, all expense entries created through the Employee Portal are locked from editing to maintain data integrity and audit compliance.

Expense Claims Application Approval

• Expense Application Action is Final: 

  • When unchecked and the Approval Workflow is set to "by Level," approval actions in the Expense Claims Application will progress through each approval level according to the defined workflow status.

  • When checked, the approval action becomes final, immediately approving or rejecting the entire application regardless of workflow levels.

• Disable Email Notifications for Expense Claims: When enabled, the system will not send automatic email notifications during the approval or rejection process in the Expense Claims Application.

• Allow Mass Approval: When enabled, approvers can process multiple expense claims simultaneously through the Mass Approval feature in the Expense Claims Application.

• Maximum Past Periods Display: Controls the number of historical periods loaded in the Expense Claims Application. Limiting this setting can significantly improve loading performance when managing large volumes of expense claims.

Other Settings

• Generate Expense Reimbursements to: Configure how approved expense reimbursements are processed:

  • N/A: No expense reimbursements are generated in payroll processing.

  • Mid-Month Payroll Batch: Reimbursements are automatically included in the mid-month payroll cycle.

  • Month-End Payroll Batch: Reimbursements are automatically included in the month-end payroll cycle.

  • Expense Claims Autopay Batch: Reimbursements are processed through a dedicated, standalone autopay batch for immediate processing.

啟用費用模組：停用時，主選單中的所有費用項目將無法使用。

費用輸入

• 禁止修改僱員門戶生成的紀錄：啟用此項後，所有由員工自助平台建立的費用項目均不可編輯，以維護資料完整性及配合審計要求。

費用申請審批

• 費用申請操作為最終決定：

  • 當未勾選且[審批流程]設定為「按層級」時，[費用申請]的審批操作將依據流程狀態按層級逐步處理。

  • 勾選時，審批操作即為最終決定，不論流程層級，系統會立即將整個申請批准或拒絕。

• 停用費用申請電郵通知：啟用此項時，系統在[費用申請]的審批或拒絕操作時將不發送自動電郵通知。

• 允許批量審批：啟用後，審批人可透過費用申請中的批量審批功能，同時處理多項費用申請。

• 最大歷史期間顯示：控制[費用申請]顯示的歷史期間數量。限制此設定有助於改善大量費用申請的載入效能。

其他設定

• 費用報銷生成至：可設定核准費用報銷的處理方式：

  • N/A：不於薪酬流程中生成費用報銷。

  • 月中薪酬批次：報銷款項自動併入月中薪酬週期。

  • 月尾薪酬批次：報銷款項自動併入月尾薪酬週期。

  • 費用報銷自動轉賬批次：報銷款項以獨立自動轉賬批次即時處理。