Permissions
You will require an Access Role with the following permissions:
- Base Information
- Expense Items
Note: This article relates to the ESR Inbound process and is relevant to NHS organisations only. Follow the links below to view the ESR Process Diagram or Feature Overview for a full description of the process:
When creating an expense item you will need to complete an additional section to ensure that it is recorded in the ESR Payment File. At the bottom of the 'Expense Item Details' page, there are two fields that determine the ESR element through which the expense item will be paid and any associated quick code or “Allowance Type”.
Note: Not all ESR Elements require a quick code so you will not always need to set the allowance type, but you will always need the “ESR Element” to be set.
- Navigate from the Home page to Administrative Settings | Base Information | Expense Items.
- Locate the expense item and click
to open the Expense Item Details page.
- Within the General Details tab, scroll down to the Other Information section.
- Complete the required fields:
Fields Description ESR Inbound Element From the drop-down list, select an ESR element to map the expense item to. The chosen element will be used to configure any additional payment rules when setting up the ESR financial export. ESR Element Allowance Type eFrom the drop-down list, select an allowance type. The chosen allowance will be used to configure any additional payment rules when setting up the financial export.
Note: Not all expenses items require an allowance type.Note: If an element that you require is not included in one of the two fields, more can be added by navigating to Administrative Settings | Tailoring | User Defined Fields. For more information, view Create a User Defined Field.
- Click Save to confirm.
to open the Expense Item Details page.
