How do I create a declaration?

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

1. Sign in to Capture Expense.
2. Navigate to the Declaration tab.
   Go to Setup> Settings> Declaration
   
   
3. Click the + Declaration button. The Declaration form appears. 
   
4. Ensure the Active option is selected.
5. 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.
6. Enter the text of the Declaration.
   
7. 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.