Create a Bill Submission Plan

You can create different expense bill submission plans based on the allowances and the eligibility rules in the bill submission calculation card.

Every expense bill submission plan needs to include the Allowance Element, Eligibility Rule, Validation Rules, Status, Start and End Date. The status decides if the bill submission plan is Active or not.

Set the scope to the required legal employer.

Fastpath: Navigator > My Enterprise > Setup and Maintenance > Legal Structures > Legal Entity Calculation Cards

To create a new bill submission plan:

1. Add a new bill submission calculation card or edit an existing bill submission calculation card.
2. In the Bill Submission Plans section, you can create different bill submission plans as required in your organization.
3. Add the sequence, bill display name, allowance, eligibilty and validation rules, plan status, start and end dates, and save the plan.
4. Submit the expense bill submission plans in the calculation card.

Results:

You can view, edit, and delete the expense bill submission plans if they're not applicable for the next financial year.