Create hyperlink

To create a new hyperlink:

1. Click the New Hyperlink link at the top of the Module - Spend Wizard screen.

   The Insert New Hyperlink window appears.

2. Use the following field descriptions to enter the required information:

   Field	Description
   Company Unit	A drop-down list that determines the company unit this component will display for.
   Account Issuer	A drop-down list that determines which account issuer this component will display for.
   Account Type	A drop-down list that determines which account type this component will display for, eg. corporate card, requisition card or all types.
   Issuer Type	A drop-down list that determines which issuer type this component will display for.
   Billing Currency	A drop-down list that determines which billing currency this component will display for.
   Source Currency	A drop-down list that determines which source currency this component will display for.
   Home Country	A drop-down list that determines the home country of the employee this component will display for. This option is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.
   Source Country	A drop-down list that determines the country of the transaction supplier this component will display for. This is the physical country of the supplier and is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.
   Display Sort Order	If several of these components are displayed on the page, the display sort order value determines the order in which they are displayed.
   Display Column	If required, hyperlink categories can be listed across three columns.
   Hyperlink Label	The text that will be displayed as a hyperlink.
   Custom XSL	This would be used if there was a requirement for the Shared Travel Services team to build a Spend Wizard that would be available online to card users.
   Spend Wizard Tolerance %	This option is used on requisitions to capture the variation in amount that is allowed between the price at the point the requisition is made, and the point when trip is booked.
   Spend Wizard Minimum Tolerance %	If the tolerance for a Spend Wizard cannot fall below a certain percentage, enter that number here.
   Spend Wizard Tax Override	This option only applies to organizations using fixed taxation rules. It allows a Spend Wizard category to override specific card issuer taxation rules. If a transaction has its total tax amount locked to always equal the tax amount provided from the point of sale; this option allows an employee to reduce this tax amount.
   Advance Available	Select Yes to indicate that advances can be taken for this Spend Wizard.
   Restrict Admin Access	If you select Yes, this option will prevent a general administrator from editing the Spend Wizard. It will only be editable by master administrators and implementers. A general administrator will be able to clearly see the form is locked by its lighter colouring and the absence of the editing button.
   Linked to Extract	This option, which appears for master administrators only, applies to Spend Wizards linked to your company's finance extract logic. If you select Yes, anyone trying to change the form will be warned of the implications the change will have on finance extracts.
   Online help text to be associated with this field	When the user hovers their cursor over a hyperlink, this text, which describes the Spend Wizard, displays at the bottom of the Options tab. This text is interpreted as an HTML string, therefore HTML tags can be used to control format. For example, “<B>International Travel</B> covers expense items you incurred while travelling overseas, including airfares, accommodation, taxis and departure fees.” would appears as “International Travel covers expense items you incurred while travelling overseas, including airfares, accommodation, taxis and departure fees.”

3. Click Save.

   The newly created hyperlink appears as a light purple box with a right-facing arrow on the Module - Spend Wizard screen.

   Note: If the Spend Wizard has been locked for editing for general administrators, it will appear lighter in colour and the right-facing arrow will be missing.