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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 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.

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So You Want To Do Your Expenses? Part 1

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

  2. First Setup Excel to run Macros… Click Here Click Here Click Here

  3. Set Security Level to Medium… Choose Medium

  4. Now run the Workbook. QA-IQ Expenses Claim Form v6.xls \QA-IQ Expenses Claim Form_v6.xls Choose Enable Macros

  5. Now setup the Workbook… Click here and start typing your surname, select from list when found Click OK

  6. Click Here Next Set all the Options:

  7. What the Options do… • Option 1 - Sets the Folder that holds the final Workbook. • Option 2 – Sets the Mileage rates you are allowed. • Option 3 – Sets the Current balance of miles driven so far.

  8. 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.

  9. So You Want To Do Your Expenses?Part 2 How to enter your expenses

  10. 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 herefill in the form as directed.

  11. Entering expenses… Click Here to open the expense Form.

  12. 7 6 1 2 3 4 5 14 8 9 10 11 12 13 15 Entering expenses… Work through the form in number order…

  13. Entering expenses… Here’s an example… Click Here to add this information… Then click here to add another

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

  15. Entering expenses… When Finished Follow the next slide instructions.

  16. Entering expenses… • After entering all the expenses, and when you are ready to send the workbook to accounts, follow the routine below: • Update Accounts – sends the totals to the relevant expenses sheet for your records. • Email to Accounts – Uses Outlook client to send the workbook as an attachment to accounts. • 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) • 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.

  17. Further Help… • Laurence.Abrahams@qa-iq.com • 07816910640

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