Adding GST Amount in Employee Expense Export & ‘Tax Override’ in Finance DB Import

Add ‘Tax Override’ Field in Finance Expense Export DB Import

GOAL: To provide a wholistic overview of how to make the system consider the GST Amount under Employee Expense, so that this field can serve as a GST Amount and GST Override in the Finance system. 

HRP > HR > EXPENSE > TEMPLATE MANAGEMENT

**Click Action Icon > Modify**

TEMPLATE MANAGEMENT > [BOARD] TEMPLATE > CATEGORY = EXPENSE WITH RECEIPT

**Click Action Icon > Modify**

MODIFY CATEGORY

**Define Code = GST record for GST Amount, in decimal field format**

**Enter the Tax Formula = GST**

IMPORTANT NOTE: By entering the Tax Formula as GST, this allows the ‘GST Amount’ field to be included in the HRP Expense Export file for Finance. 

Employee TAB > EXPENSE > CLAIM MANGEMENT > NEW CLAIM > NEW EXPENSE

**Save Expense**

**Save + Submit Claim** 

HR > EXPENSE > SUPERVISOR EXPENSE MGMT

**Approve the Expense**

HR > EXPENSE > BOARD EXPENSE MGMT

**Approve the Expense**

Note Export File now contains a Record

**Choose Export File**

Open Expense_Report.txt

**Note the GST Amount translates to Export File now that Tax Formula = GST for this Template**

FINANCE > SETTINGS > DB IMPORT/EXPORT

**Search ‘Tax’ to find the Tax Override amount**

IMPORTANT NOTE: The Field being added must be in the correct order, according to the Export File. 

In this case, shown above, the GST Amount is the final field in the HRP Expense Export – therefore the GST Override must be the final record. 

**Select Tax Override, move to correct sequence location > Save to update changes**

Update the Import ID on the HRP Expense Export or generate a new HRP Expense Export File. 

Use the new File to Import into FINANCE > DB IMPORT > EMPLOYEE EXPENSE REPORTS > GENERATE RESULTS.