Expense Claim Setup

Setup Expense Claim function for employee, approver and backend

Step-by-step guide

For IT Administrator:

1. Setup "Email account" in Business Central, ensure it can test email correctly
   

2. Setup a "Permission Set" for user, approver and administrator

   Object Type	Object ID	Description of usage	User	Approver	Administrator/ Batch Job User
   Table/TableData	50007	Expense Claim Setup - Setup mapping for Expense Type and G/L Account	Read & Execute	Read & Execute	Full
   Table/TableData	50008	Division Approver - Setup mapping for Division and approver	Read & Execute	Read & Execute	Full
   Table/TableData	50009	Expense Claim Info	Full	Full	Full
   Table/TableData	50010	Session and Employee mapping - save session ID and employee login	Full	Full	Full
   Table/TableData	50011	Expens Claim Photo (Invoices image)	Full	Full	Full
   Page	50021	Expense Claim Setup	-	-	Execute
   Page	50022	Division Approver Setup	-	-	Execute
   Page	50023	Expense Claim Card	Execute	Execute	Execute
   Page	50024	Expense Claim List	Execute	Execute	Execute
   Page	50025	Employee Input Dialog - Login screen for "Generic user"	Execute	Execute	Execute
   Page	50026	Input Dialog - Input reject reason	Execute	Execute	Execute
   Page	50027	Expens Claim Photo (Invoices image)	Execute	Execute	Execute
   Page	50028	Execute Approval	-	Execute	Execute
   Page	5200	Employee Card - Setup password	-	-	Execute
   Table	5200	Employee Card - Read password	Read	Read	Full
   Page	460	Purchase & Payable Setup - Setup "Purchase Journal Batch" & "Expense Claim Form No." series	-	-	Execute
   Table	312	Purchase & Payable Setup - Setup "Purchase Journal Batch" & "Expense Claim Form No." series	Read	Read	Full
   Page	537	"Dimension Values" -  Setup "Blocked for Expensen Claim Flag"	-	-	Execute
   Table	349	"Dimension Values" -  Setup "Blocked for Expensen Claim Flag"	Read	Read	Full
   Codeunit	50042	Create "Purchase Journal" from approved "Expense Claim"	-	-	Execute
   Report	50016	Send "Expense Claim" email	-	-	Execute

3. In "Job Queue", add two job for Codeunit 50042 and Report 50016 in a recurring peroid for create "Purchase Journal" and "Expense Claim" 

 For Administrator

1. Setup Employee division via "Employee Card" > "Dimension" > "DIVISION"
   
2. Setup approver for each division via "Division Approver" function
   
3. Setup "Purchase Journal Batch" name and "Expense Claim Form No." number series via "Purchase & Payment Setup" function
   - "Purchase Journal Batch" - Batch name for expense record add to "Purchase Journal"
   - "Expense Claim Form no." - No. Series for Expense Claim form
   
4. Setup expense claim mapping for division, category, type and G/L account no. via "Expense Claim Setup"