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The Spend Wizard module gives you the ability to create forms that will accurately record and track expenses that may be subject to specific tax treatment, unique coding requirements or require additional information. Additionally, this module can be used to build forms for other organizational requirements such as requisitions, and out-of-pocket expense reimbursements.
The goal of creating Spend Wizards is to help you accurately distribute, by default, the value of a transaction to the appropriate cost codes, including the relevant tax behaviours, for employees.
Via the comprehensive set up options in this module, you can determine which forms are visible to which employees. This can be based on criteria such as the company unit they belong to, the account type they use, the currency of the transaction, or the location of the supplier.
If the Spend Wizard module has been enabled, and you have been granted access rights, the Module - Spend Wizard link appears when you select Administration > Instance Management from the main menu. The Module - Spend Wizard link gives you access to the Module - Spend Wizard screen, which you use to create forms.
The Module - Spend Wizard screen uses a graphical tree structure to display and manage the configuration of Spend Wizards. Each node in the tree represents a configurable component within the form structure. A parent-child relationship is used to display how the different components relate to each other. The coloured component boxes are shown in the order they will appear on the form.