Overview
Zone Employee Portal features the 'Auto Link to Report' function, which significantly impacts the behavior of both expense report creation and linking the expense entry.
Enabling/Disabling the feature
- On the main menu bar, choose: Expense → Expense Detail Entry
- Click the 'cogwheel' button
- Click the switch to Enable the feature
When the feature is enabled
When the feature is enabled, it automatically links the newly created expense item to the existing expense report. If there is no existing Expense Report, the system will automatically create one and link the expense item to it.
If you are adding multiple expense items in a row, the feature links every other item to the most recently used expense report.
When the feature is disabled
On the other hand, when the feature is disabled, the newly created expense item is not linked to any Expense Report, and it is displayed in the list of all unlinked Expense Items.
To display a list of all unlinked Expenses, go to: Expense → My Expenses
If you want to create an expense report from unlinked expenses, you can follow the instructions in Expense Reports.