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Navigation: Zetadocs Expenses System Settings Help


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Relevant to the hmtoggle_arrow0Expenses Administrators role.

Accessed via: main_menu1 > System Settings

note_image Note: Allowances are only available in Essentials and Plus editions.

Manage Daily Allowances from this screen.

Creating and Managing

Create new Allowances using the Add New Allowance button.

oManage Allowances via the manage_icon icon located to the right of the list.


Enabling / Disabling

oBy default, any disabled allowances are hidden from the list. This ensures the list remains 'current'. However, you can include these in the list by placing a tick in the Include Disabled Allowances check box..

oAllowances can be disabled via the Enable / Disable toggle.


Changing the Display Order

note_image Note: The default allowance cannot be disabled.

oAllowances can also be promoted / demoted in the list by dragging the burger_menu icon located to the left of the allowance.

oUse the Save button to save the list order. This order is then used in all Allowance drop down selectors.