Entertainment expenses

If you are creating an FBT related expense type like Entertainment, you will be prompted to add in the Recipients.

This can either be by the Actual recipient or a number of recipients.

Actual recipients

By default, you will be added as a recipient. To add more recipients, click on Add recipient, specify the type of recipient and if you're adding an employee you will be able to choose the name or if you're adding a client or other, you will be able to fill in their name.  

Click Add and continue for as many guests/recipients required.

If you're adding same group of people regularly, you can even save groups. Once you have added the recipients for the first time, you can click on Save and name the group.

To load the group next time you're on the add recipient screen, click on Add an Employee Group, choose the recipient type (only for employees), tick any saved group or cost centre and all the employees and clients will be loaded.

Once the recipients have been added, the total number of recipients will be shown on the expense screen.

Number of recipients

You will need to just enter the number of recipients.

On the claim screen, these FBT related expenses will be marked with a "F" icon.

Split an expense

An expense can be split as below:-

• Category
• Cost centre
• Expense type
• Tracking code
• Amount, percentage, part personal
• GST 

• A different description can be added for each split
• Multiple split lines can be added.
• A Split equally button can be used to allocate the amount across all of the split lines equally.

On the claim screen, these expenses that have been split will be marked with a "S" icon.

Mileage expenses on the mobile

Credit cards on the mobile

Purchase orders on the mobile

Approvals on the mobile

Receipts on the mobile

Reimbursements on the mobile