Settings

This feature is available after applying for WORKS Finance.

You can set whether to use expenditure budgets, whether to use expenditure reports, and whether to use expenditure report and expenditure resolution details.

The following describes how to change the settings.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Expenditure’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click 'Settings' from the menu.
  4. Select basic settings and required form items.
    • Expenditure budget usage status is displayed when using the Budget service. If you've selected the expenditure budget usage status to Use, you can view and use budgets when requesting expenditure report and expenditure resolution. In addition, budget-related items are added to the list of expenditure report and expenditure resolution request status.
    • If you've selected the expenditure report usage status to ‘Use’, you can create the expenditure report in advance to utilize it when creating the expenditure resolution report.
    • If you've selected the usage status of expenditure report details to ‘Use’, then you must enter the details for each history when requesting an expenditure report.
    • If you've selected the usage status of expenditure resolution report details to ‘Use’, then you must enter the details for each history when requesting an expenditure resolution.
    • If you've selected Attach Evidence for Expenditure Resolution Report to ‘Use’, you can attach evidence files when creating an expenditure resolution report.
  5. Click ‘Save’.
    • The changed information will be reflected.
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