How do I create a declaration?

Modified on Tue, 10 Dec, 2024 at 3:03 PM

Important:

You must be a system administrator in order to access this functionality.

Within Capture Expense, you can create a declaration and attach it to one or more Categories so that it appears before the user submits their Draft Expense claim for approval.

To create a declaration

Sign in to Capture Expense.
Navigate to the Declaration tab.
Go to Setup> Settings> Declaration
Click the + Declaration button. The Declaration form appears.
Ensure the Active option is selected.
Perform either of the following:
- - Select the For All Categories option if you wish for all categories to include the Declaration.
  - Click in Categories and select the relevant Categories to which the Declaration will apply.
Enter the text of the Declaration.
Click the Save button. The Declaration record is created.

When a user creates an Expense claim that includes the affected Category, the Declaration appears after they have clicked the Submit button.