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So You Want To Do Your Expenses? Part 1 A short explanation on how to use the new expense form A short explanation on how to use the new expense form

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So You Want To Do Your Expenses? Part 1. A short explanation on how to use the new expense form. First Setup Excel to run Macros…. Click Here. Click Here. Click Here. Set Security Level to Medium…. Choose Medium. Now run the Workbook. QA-IQ Expenses Claim Form v6.xls. - PowerPoint PPT Presentation

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Page 1: So You Want To Do Your Expenses? Part 1

So You Want To Do Your Expenses?

Part 1

So You Want To Do Your Expenses?

Part 1

A short explanation on how to use the new expense formA short explanation on how to use the new expense form

Page 2: So You Want To Do Your Expenses? Part 1

First Setup Excel to run Macros…First Setup Excel to run Macros…

Click HereClick Here

Click HereClick Here

Click HereClick Here

Page 3: So You Want To Do Your Expenses? Part 1

Set Security Level to Medium…Set Security Level to Medium…

Choose MediumChoose Medium

Page 4: So You Want To Do Your Expenses? Part 1

Now run the Workbook.Now run the Workbook.

Choose Enable MacrosChoose Enable Macros

QA-IQ Expenses Claim Form v6.xls

\QA-IQ Expenses Claim Form_v6.xls

Page 5: So You Want To Do Your Expenses? Part 1

Now setup the Workbook…Now setup the Workbook…

Click here and start typing your

surname,select from list when

found

Click here and start typing your

surname,select from list when

foundClick OKClick OK

Page 6: So You Want To Do Your Expenses? Part 1

Next Set all the Options:Next Set all the Options:

Click HereClick Here

Page 7: So You Want To Do Your Expenses? Part 1

What the Options do…What the Options do…

• Option 1 - Sets the Folder that holds the Option 1 - Sets the Folder that holds the final Workbook.final Workbook.

• Option 2 – Sets the Mileage rates you are Option 2 – Sets the Mileage rates you are allowed.allowed.

• Option 3 – Sets the Current balance of Option 3 – Sets the Current balance of miles driven so far.miles driven so far.

Page 8: So You Want To Do Your Expenses? Part 1

Now save the workbook using your name…

Now save the workbook using your name…

When you click here a workbook is

created with your name that you then continue to use as you main expense

workbook.

When you click here a workbook is

created with your name that you then continue to use as you main expense

workbook.

Page 9: So You Want To Do Your Expenses? Part 1

So You Want To Do Your Expenses?

Part 2

So You Want To Do Your Expenses?

Part 2

How to enter your expenses

Page 10: So You Want To Do Your Expenses? Part 1

Now open the workbook saved using your name and enter your bank details if you’re a new employee or if your details have changed…

Now open the workbook saved using your name and enter your bank details if you’re a new employee or if your details have changed…

When you click here

fill in the form as directed.

When you click here

fill in the form as directed.

Page 11: So You Want To Do Your Expenses? Part 1

Entering expenses…Entering expenses…

Click Here to open the expense

Form.

Click Here to open the expense

Form.

Page 12: So You Want To Do Your Expenses? Part 1

Entering expenses…Entering expenses…Work through the form in number order…Work through the form in number order…

Page 13: So You Want To Do Your Expenses? Part 1

Entering expenses…Entering expenses…Here’s an example…Here’s an example…

Click Here to add this

information…

Click Here to add this

information…

Then click here to add another

Then click here to add another

Page 14: So You Want To Do Your Expenses? Part 1

Entering expenses…Entering expenses…Choosing the Monthly expenses check box opens this form…Choosing the Monthly expenses check box opens this form…

Page 15: So You Want To Do Your Expenses? Part 1

Entering expenses…Entering expenses…When FinishedFollow the next

slide instructions.

When FinishedFollow the next

slide instructions.

Page 16: So You Want To Do Your Expenses? Part 1

Entering expenses…Entering expenses…

After entering all the expenses, and when you are ready to send the workbook to accounts, follow the routine below:

1. Update Accounts – sends the totals to the relevant expenses sheet for your records.

2. Email to Accounts – Uses Outlook client to send the workbook as an attachment to accounts.

3. Print Sheet – Two copies printed of your expenses and one of the posting sheet . (Post one copy of each plus vouchers to your manager for approval)

4. Finish – A copy of the workbook is saved with date to your allocated folder and the book is then reset ready for the next week/monthly expenses.

After entering all the expenses, and when you are ready to send the workbook to accounts, follow the routine below:

1. Update Accounts – sends the totals to the relevant expenses sheet for your records.

2. Email to Accounts – Uses Outlook client to send the workbook as an attachment to accounts.

3. Print Sheet – Two copies printed of your expenses and one of the posting sheet . (Post one copy of each plus vouchers to your manager for approval)

4. Finish – A copy of the workbook is saved with date to your allocated folder and the book is then reset ready for the next week/monthly expenses.

Page 17: So You Want To Do Your Expenses? Part 1

Further Help…Further Help…

• [email protected]

• 07816910640

• [email protected]

• 07816910640

Page 18: So You Want To Do Your Expenses? Part 1

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