MyExpenses setup checks

MyExpenses setup checks

We hope this page will offer some advice on where to start testing the information loaded into your site.

To test the setup meets your requirements arrange for 1 – 4 other people to login and enter a claim, you will need some claimants, linked to at least 1 manager and an admin user for the final authorisation and to produce a finance batch.

If you are solely responsible for the testing you can use the delegate function on the Welcome screen to change claimant for testing purposes.

The links below will point out key areas for checking data, interfaces and credit card uploads.

Checking the data loaded into your MyExpenses site

Generating a finance or BACS interface file for testing

Importing a business card statement for testing

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