[2023 version] Create a payment request

terra allows managing company's internal expenses. In case of any expenses incurred during work, employees can create a payment request for the approval of relevant department. 

The data relating to expenses can be stored in the system for authorized account to get access and export excel file for implementing company's payment process.

To create a payment request, follow these steps:

 Steps:
Individual > Payment request > Add new > Fill in payment request details > Choose approver > Create

 

Anntonation	Explanation
Subject	Enter payment request subject to make it easier for other people in charge to distinguish with others.
Payment type	Choose among "Bnak transfer","Cash" and "Credit card" type
Type	Choose the suitable payment type (what kind of expense does this payment cover for?) within the list of types available on the system.
	Choose [Individual] if the payment's beneficiary if the requestor. Choose [Other] if the beneficiary is the company's suppliers, not the requestor. After choosing [Other], there will be some information fields relating to the company's suppliers (which were created in advanced) displayed for the requestor to enter.
	The amount of the payment
	The payment's unit of currency
	Additional note for the payment, such as what this payment covers for
	Choose to add more details of payment, for example: Meeting expenses payment includes: 20,000,000 VND - Venue renting cost 5,000,000 VND - Food cost 700 USD - Speakers' accommondation cost Those information can all be consisted in the general payment request through this section
	Total amount of the payment will be displayed following to specific unit of currency here
	Attach file if needed

Note: 

• In case the company requires their own template of payment request to be included in the request created on the system for evidence, employees can download the template from the system, fill in necessary informationa and attach it to the request.

• Regarding to payment request for Business trip, after choosing the Business trip allowance type, user has to choose the business trip request created by its code in the next field:

• User can view created requests on the main screen:

• Choose to filter created requests.

• User can press at the required request to view its detail, press  to delete the request. Only requests in the waiting status can be deleted.