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Please be reminded that OCR is not 100% accurate, sometimes it may capture incorrect or missing information. User must correct the responding field should that happen. |
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Step 6: Finalizing Engagement or Cost Center
Engagement List: Appears for chargeable claims. Select the relevant project or client.
Cost Center List: Appears for non-chargeable claims. Categorize the expense internally.
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When accessing the Engagement list, users may experience slight delays as the system loads thousands of engagements. Patience is recommended during this process. |
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Step 7: Split Chargeable Claim
In certain scenarios, users may need to split a claim across multiple engagements or cost centers. This functionality ensures that expenses are accurately allocated, especially when tied to multiple projects or internal departments.
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How to Split a Claim:
Enable Splitting:
Check the Split Chargeable Claim checkbox. By default, the system will split the claim amount equally (e.g., 50/50).
This is especially useful for multi-project teams or shared resources.
Add Splits:
Click the ‘+’ button to add more engagements or cost centers to split the claim into.
Example: If an employee incurs travel expenses shared across two projects, they can allocate 60% of the claim amount to Project A and 40% to Project B by adjusting the Split Percentage field. For instance:
Total Claim Amount: MYR 1,000
Engagement 1 (Project A): MYR 600 (60%)
Engagement 2 (Project B): MYR 400 (40%)
Customize Splits:
Adjust the Claim Amount field for each engagement or cost center to set the desired amount manually.
Alternatively, modify the Split Percentage field to define the percentage split between the selected engagements or cost centers. The system will automatically calculate and distribute the amounts accordingly.
Understand SST Amount and Claim Amount After SST:
SST Amount: Refers to the Sales and Service Tax applied to the claim. This ensures compliance with tax regulations and provides transparency in financial reporting.
Claim Amount After SST: Represents the total claim amount inclusive of SST. Adjusting this ensures that the correct amount is allocated and reimbursed, avoiding discrepancies during approval.
Outcome: After splitting, multiple claim lines will be created under the claim header. Each line will correspond to the selected engagement or cost center, ensuring clear and accurate allocation of expenses.
Why Use Claim Splitting?
Allows for precise distribution of expenses across relevant projects or departments.
Ensures all stakeholders understand how expenses are allocated.
Simplifies reporting and approval processes by breaking down claims into manageable segments.