Siobhan Ryan (CORE)
Elaine Sheridan (WIT)
Maedhbh Brosnan (WIT)
Claim Process
Payment:
Every Week, separate from weekly payroll (significant processing speed improvement)
Cost Centres:
Need to enter when submitting
Manger may reject, but individual needs to make change
Receipts:
Hope to allow scanning of the receipts
Approver:
Can select any approver from the list - no sanity check that that approver has authority over that budget!
Only one chosen, but any valid person may be chsen so aslo allows flexibility.
Kilometers/Subsistence:
Notes field by
Put in travel as a receipt - for flat rate approval
Check for insurance - no longer recorded - but is a declaration section
Receipts:
Preset types of receipt
Can enter flights/train/conference/hotel ... paid directly by budget to show full cost, without claiming it
Can print form and staple recipts and process manually via approver
Approval Process
Click on link, login, click on view trips to be approved, click on one to approve, approve
Suggestion: use URL to allow single click with background authentication
Change in ammount will require reapproval
No change in ammount requires no further approval!!!!!
Reporting
All approvers can report on all budgets