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    Expense Planner Plan

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    abcd
    The expense planner document outlines the steps to plan expenses in the expense planner tool. It describes uploading an expense template, entering expense data by account and quarter, submitting the plan for approval, and downloading the submitted plan for verification. The approval process allows reviewers to approve or reject expense budgets by account and sub-account. Finally, the budget spent section allows users to view approved budgets and spending by expense head and sub-head for a given quarter and service line.

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    Expense Planner Plan

    Uploaded by

    abcd
    13 views6 pages
    The expense planner document outlines the steps to plan expenses in the expense planner tool. It describes uploading an expense template, entering expense data by account and quarter, submitting the plan for approval, and downloading the submitted plan for verification. The approval process allows reviewers to approve or reject expense budgets by account and sub-account. Finally, the budget spent section allows users to view approved budgets and spending by expense head and sub-head for a given quarter and service line.

    Original Description:

    expense planner

    Original Title

    Expense Planner

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    The expense planner document outlines the steps to plan expenses in the expense planner tool. It describes uploading an expense template, entering expense data by account and quarter, submitting the plan for approval, and downloading the submitted plan for verification. The approval process allows reviewers to approve or reject expense budgets by account and sub-account. Finally, the budget spent section allows users to view approved budgets and spending by expense head and sub-head for a given quarter and service line.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    13 views6 pages

    Expense Planner Plan

    Uploaded by

    abcd
    The expense planner document outlines the steps to plan expenses in the expense planner tool. It describes uploading an expense template, entering expense data by account and quarter, submitting the plan for approval, and downloading the submitted plan for verification. The approval process allows reviewers to approve or reject expense budgets by account and sub-account. Finally, the budget spent section allows users to view approved budgets and spending by expense head and sub-head for a given quarter and service line.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    of 6

    Expense Planner

    Expense Planner Plan:

    The expense planner plan screen can be navigated through Planners


    Quarterly Expense - Plan. Here the expense can be planned for particular
    won/swon, service line and quarter.On clicking of account name it will pop up
    to its Mis mapping level.on click of mis mapping level it will go to Sub header
    level.
    Step 1: Download the template by clicking on the icon, highlighted in screenshot

    Step 2: Save the document in your machine in same format as it was downloaded
    from ISOMetrix dashboard.
    Step 3: Update data sheet by referring the Reference sheet.
    Step 4: After making entries in the plan sheet, save it.
    Step 5: Load the sheet through the dashboard, by clicking on the button (as shown in screen
    shot)

    Step 6: After successful submission of the plan, popup window will display confirming its proper
    submission.
    Step 7: Submit the plan, by clicking the submit button. Submit button will appear after proper
    selection till account level and then clicking on the account name.
    A popup box will come, confirming the successful submission of the plan.
    Step 8: In order to verify whether entries have been, download the document by clicking on
    download button (as shown in screen shot)

    Expense_Planner_Approval:

    This page can be navigated through Planners Quarterly Expense


    -Approval.

    Here the planned expense can be viewed based on selecting


    Won/Swon, Service line, Status, Quarter.

    On click of account name it will traverse to its expense head. On click


    of its account head it will traverse to its sub expense head.

    The concerned user has the option to approve or reject the budget.

    The user can also download and view all the datas through excel
    sheet by clicking download option

    Budget Spent:

    In budget spent on selecting particular WON/SWON, Service Line and


    Quarter respective planned approved and available budget will be
    displayed.

    Expense head wise budget will also be displayed in the form of grid. On
    clicking expense head grid its sub-expense grid will be loaded.

    On Clicking the sub expense level won/swon and service line can be
    selected

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