- Creating a request
- Original tax document
- Saving the form in PDF format
- Tutorials on other possible request settings
Creating a request
This form is used as a notification to the accounting department of a payment made for a business lunch/dinner. You can find it in Requests -> Others -> Business lunch/dinner.
Fill in the required details (restaurant, funding source, date, purpose of the meeting, list of guests and IOCB employees, payment type and price) and click on +Create.
Note: If you select "credit card institutional" as the payment type, you do not need to fill in the form "Card payment notification", it will be generated automatically for the accounting office.
The next step is to add a comment and attachment and submit for approval.
Original tax document
Once the card payment notification has been approved, you will receive an automated email with the approved form attached (if you paid with an institutional card, the automatically generated Card Payment Notification will also be included). Print out the form(s) and submit to the Accounting Department along with the original tax receipt.
Saving the form in PDF format
You can save the form in PDF format by clicking on the "Export to PDF" button in the Request Detail (after clicking on the request in the employee's request list).
