Upload
meenakshisundaram
View
222
Download
1
Embed Size (px)
Citation preview
2009 IBM Corporation
How to clear Negative Card Data entry & Zero entries
Employee Payables
2009 IBM Corporation
1.How to clear Negative Card Data entry in WWER
Click on Unapplied to check all the
Negative and Positive card data
which need to be applied
2009 IBM Corporation
How to clear Negative Card Data entry in WWER (contd.)
Select the unapplied card data entry which has
to be applied in the Expenses tab reflecting the
Unapplied card data.
2009 IBM Corporation
How to clear Negative Card Data entry in WWER (contd.)
Click on New to raise a Fresh
claim to apply the Negative and
Positive card data entry
2009 IBM Corporation
Expense Report is the form to be selected to claim all types of
expenses. Select Expense Report
After selecting the expense report
click Ok
How to clear Negative Card Data entry in WWER (contd.)
2009 IBM Corporation
Select Category as Appropriate. In this case select
Non Travel Expenses from the
drop down
After selecting the
Category click Next to
proceed to the next
screens & Click Finish
How to clear Negative Card Data entry in WWER (contd.) Capture the purpose of the expense in the Business Purpose field. In this case Clearing ve card data
2009 IBM Corporation
You notice a Pop up which prompts you with a message on the entries available in the card data . Click Yes for applying the card data .
How to clear Negative Card Data entry in WWER contd.
2009 IBM Corporation
1.Select the checkbox on the
expense tab reflecting the
Unapplied card data.
2. Click on Apply all expenses
for applying the Unapplied card
data .
How to clear Negative Card Data entry in WWER contd.
2009 IBM Corporation
How to clear Negative Card Data entry in WWER contd.
Note : For Air Travel - select Agency transaction fee and for other expenses -select None of the above
When you click on the Apply all expenses button you get a list of Expense heads. Select the appropriate Expense head from the list .Example :In this case Car Rental/Hire
2009 IBM Corporation
After applying all expenses you get a message that the card data has been successfully applied Click Ok
How to clear Negative Card Data entry in WWER contd.
2009 IBM Corporation
How to clear Negative Card Data entry in WWER contd.
1.Change the Label Expense
is as Non-Reimbursable Note : A Negative entry will be
Non Reimbursable when the
Employee raises a claim as
Non Reimbursable just to clear
the card data.
2.Click
on Apply
Note: When will a Negative entry be reimbursable? A Negative entry will be Reimbursable when the Employee raises a claim of Negative amount as reimbursable when the Air Travel/Cab is cancelled and he has got a refund to his Amex card, He includes the positive and Negative entry as reimbursable to claim the cancellation charges.
2009 IBM Corporation
After changing the Expense is as
Non Reimbursable & Clicking on Apply you get a pop up to
input a reason .Mention the
reason as Clearing card data, Amount adjusted with claims and Click Ok
Click OK
How to clear Negative Card Data entry in WWER contd.
2009 IBM Corporation
How to clear Negative Card Data entry in WWER contd.
Click on Save &
Submit to submit the
claim after the
changes have been
done
Here you see the
changes which are
reflecting
2009 IBM Corporation
How to clear Negative Card Data entry in WWER contd.
Click on Save &
Submit to submit the
claim
2009 IBM Corporation
How to clear Negative Card Data entry in WWER contd.
The claim is being
submitted
2009 IBM Corporation
How to clear Negative Card Data entry in WWER contd.
Upon submitting the claim, WWER will trigger the Print Form . Click on No Print & Done
2009 IBM Corporation
2.How to clear Zero entry in WWER
1.Click on the checkbox
When you click on the Apply button you get a list Air Travel (Used) & (Unused) You need to select Air Travel (Unused)
2.Click on Apply
Why would there be a zero entry in the WWER tool? Zero Entry Arises in the tool when the Employee raises a claim before the travel date and to get the same nullified.
2009 IBM Corporation
Click on Save &
Submit
Click on Apply to apply this
expense to your report .
How to clear Zero entry in WWER contd.
This screen appears asking for changing the destination city. Change the destination city & click on Apply
2009 IBM Corporation
After applying all expenses you get a message that the card data has been successfully applied Click on Ok
How to clear Zero entry in WWER contd.
2009 IBM Corporation
Select Yes in the Documents submitted drop down.
Once you click on Save & Submit you get a pop up which shows you the screen where you need to select Document submitted as Yes. & then click OK.
Click on OK
How to clear Zero entry in WWER contd.
2009 IBM Corporation
Click on Save & Submit
to submit the claim
How to clear Negative Card Data entry in WWER contd.