MYCITO* EXPENSE Life Cycle
The following flow diagram illustrates the typical EXPENSE life cycle inside MYCITO*.
| 1 Create Expense Create an expense. |
| 2 Add Items Add the expense items. |
| 3 Upload Document Upload the expense document. |
| 4 Project Distribution Link expense to a project. |
| 5 Mail Request Email an authorisation request for the expense to be approved or declined. |
| 6 Issue Expense Issue the approved expense. |
| 7 Load Payment Load the payment of the expense. |
How To Create an Expense
Follow these steps to CREATE AN EXPENSE.
- View the ACCOUNT PROFILE.
- Click the EDIT EXPENSES tool in the toolbar.
- Open the
form, complete the required fields and click SUBMIT.
How To Add items
Follow these steps to ADD ITEMS on the EXPENSE.
- View the EXPENSE PROFILE.
- Click on the EDIT ITEMS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Upload a Document
Follow these steps to upload the EXPENSE DOCUMENT.
- View the EXPENSE PROFILE.
- Click on the UPLOAD DOCUMENT tool in the toolbar.
- Search and select the FILE and click SUBMIT.
How To Project Distribution
Follow these steps to DISTRIBUTE the EXPENSE on a PROJECT.
- View the EXPENSE PROFILE.
- Click on the PROJECT DISTRIBUTION tool in the toolbar.
- Add a NEW ENTRY.
- Search the PROJECT, add the VALUE and click SUBMIT.
How To Mail Expense for Authorisation
Follow these steps to EMAIL the EXPENSE for AUTHORISATION.
- View the EXPENSE PROFILE.
- Click on the MAIL REQUEST tool in the toolbar.
- Select and deselect RECIPIENTS and click SUMBIT.
How To Issue Expense
Follow these steps to ISSUE the EXPENSE.
- View the EXPENSE PROFILE.
- Click on the ISSUE EXPENSE tool in the toolbar.
How To Load Payment
Follow these steps to LOAD a PAYMENT on the EXPENSE.
- View the ISSUED EXPENSE PROFILE.
- Click on the LOAD PAYMENT tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUMBIT.
