Did setting up expense report forms feel complicated? Now, when you attach a receipt, a table is automatically generated, making it much easier to fill out expense reports!
You can configure the receipt information required for approval however you like, and members can select the form they need to create expense report documents quickly and easily.
Expense Report Form Settings
Click [Expense Management] → [Settings] → [Expense Report Form Settings] → [Add Form].
You can enter a form name and description. Also, click the [Writing Guide File] button to upload a guide file for members on how to fill out and submit expense report documents.
Files up to 20MB each can be uploaded, and up to 10 files are supported.
Click [Add Field] to add various fields beyond receipt content to the expense report document.
The fields available in the expense management expense report document settings are as follows.
Basic items:
Text: A basic text field. Members can enter text when filling out the expense report document.
Number: A field for entering numbers. In addition to the basic number field, Korean Won, Dollar, and Yen fields are provided.
Date: A field for entering dates. Members can also enter a date range using [Date Range Entry] when entering dates.
Item Selection: Single-select and multi-select fields.
Reference Workflow: Members can add workflow documents they have written or are an approver on as reference documents.
Member Information Sync: Automatically pulls in information entered in the basic info section of a member's profile.
Name
Nickname
English Name
Email
Phone Number
Date of Birth
HR Information Sync: Automatically pulls in information entered in the HR info section of a member's profile.
Employee ID
Department
Position Title
Job Function
Job Level
Hire Date
When a member creates an expense or payment report, a table is automatically generated based on the receipts attached to the expense report.
Click [Receipt Display Items] to configure the columns to be included in the table within the expense report form.
Transaction DateandPurposeare required fields.
Click [Insert Table] in the content input area to add a new table.
Select the number of rows and columns you want to create the table and enter the content. You can also set a table header.
However, tables created in the body cannot be resized manually. The table size adjusts automatically as content is filled in.
📌 You can copy (Ctrl+C) a table from another document such as Excel, Google Sheets, or PowerPoint, and paste it (Ctrl+V) directly into the expense report body to automatically generate a table.
Some formatting will be applied as well, making it convenient to use.
You can configure [Approval] on the right side of the form settings.
Added forms can be viewed in the expense report form list. Forms that are no longer in use can be set to [Hidden]. Hidden forms will not be visible to members.
If you have hidden a form, click the three-dot button at the top right of [Expense Report Form Settings] to [Restore] or [Permanently Delete] it.
Deletion from hidden expense report forms cannot be undone, so please delete with care.
However, if the form you wish to delete has been used even once, it cannot be deleted.
FAQ
How do members fill out an expense report with custom fields added?
How do members fill out an expense report with custom fields added?
When a member fills out an expense report document with fields such as date, text, or reference workflow added, they can enter content in each field as shown in the example image below, and then submit it.
When clicking a referenced workflow document inside an expense report document, can I view that document immediately?
When clicking a referenced workflow document inside an expense report document, can I view that document immediately?
As shown in the example image below, clicking a reference document allows you to view the workflow document immediately.
Can the width or height of a table be adjusted?
Can the width or height of a table be adjusted?
Yes, you can freely adjust the width and height of a table by dragging its borders with your mouse.
Can tables with complex formatting also be pasted as-is?
Can tables with complex formatting also be pasted as-is?
The basic table structure and text will be preserved, but complex formatting such as merged cells or specific colors may not be fully supported.
How to set fixed reviewers/approvers for expense reports
How to set fixed reviewers/approvers for expense reports
Click the settings button at the top right of the Expense Management screen, then select the expense report form. From the settings screen, you can designate reviewers and approvers.
