Adding a New Account
- Log in to the system as a System Administrator and select the Financials tab.
- Expand the GL Charts node in the General Ledger panel.
- Find and click on TMCHART-Tvl.Meals.Ent Cht, then click Chart Accounts.
4. Verify the last used account number format (e.g., &&-&&&&&-578-&&-&&-&&&&&). The next number should follow the sequence, e.g., &&-&&&&&-579-&&-&&-&&&&&.
5. Check if the account already exists.
6. Click ADD Account and paste the next available account number (e.g., &&-&&&&&-579-&&-&&-&&&&&), enter the account description, and click Save and Clear.
Posting to General Ledger
- Double-click Charts under Financials > Management Functions > Charts.
- Click Run a Chart Posting at the bottom left.
- Enter Chart Name as TMCHART.
Adding a Component Account
- Navigate to Financial > General Ledger > Component Charts > C_EMP- Travel & Meal EmpID.
- Double-click on Component Accounts.
- Click Add Component Chart Account.
13. Enter the account number (e.g., 579), fill in the account description, and click Save and Clear.
Now Go to FLEXIPURCHASE
Setting Up New Employee in Flexi Purchase
- Go to Flexi Purchase.
- Click Administration > Overview > Administration Overview.
- Click Employees > Add New Employee.
4. Fill out employee details including Employee ID (e.g., 579 which came from &&-&&&&&-579-&&-&&-&&&&&), Forename, Surname, and email address.
5. Select All for Charge Group and Approval Role.
6. Select Manager and enter the employee's default coding.
7. Save the new employee details.
Additional Steps for Employee Setup
8. Search for the new employee under All Employees.
9. Edit their details if necessary, including adding their work email address under External System ID.
Setting Up Cash Expense Account
10. If needed, navigate to Home > Cash Expenses under Account Management.
11.Click New Account, select Cash Programme, and enter '1' into the 'Accounts to create' field.
12. Link the account to the new employee by clicking the person icon and assigning the account.