intra-mart Accel Kaiden! / Users Operations Guide

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intra-mart Accel Kaiden! Application Form

In intra-mart Accel Kaiden! the following application forms are provided for different types.

Advance Application Form

This application form is for submitting the request of trip or goods purchase to your manager for approval.

You may request [Temporary Payment] at the same time when you submit the application.
Once the application has been approved, journal data or money transfer data for [Temporary Payment] can be created.
Application Form Summary
Trip Advance Application
Advance application for business trip is made.
Trip Advance Application
(Multiple Currencies)
Advance application for business trip is made.
(Multiple currencies can be entered.)
Expense Advance Application
Advance application for the expenditure such as good purchase is made.
Expense Advance Application
(Multiple Currencies)
Advance application for the expenditure such as good purchase is made.
(Multiple currencies can be entered.)
Entertainment Advance Application
Advance application for the expenditure such as entertainment is made.
Entertainment Advance Application
(Multiple Currencies)
Advance application for the expenditure such as entertainment is made.
(Multiple currencies can be entered.)

Settlement Application Form

This application form is for submitting the report about the action approved in the advance application form or for the settlement of advance expense.

By associating it with the approved advance application form, advance expense and temporary payment can be set off.
Once the settlement application is approved, journal data or transfer data to the employee (advance expense) for the subject expense can be created.

It is also possible to create the settlement application form without an advance application form.

Application Form Summary
Travel Expense Settlement Application
Settlement application for Trip such as transportation, lodging, and allowance is made.
Travel Expense Settlement Application (Multiple Currencies)
Settlement application for Trip such as transportation, lodging, and allowance is made.
(Multiple currencies can be entered.)
Expense Settlement Application
Settlement application for the expenditure such as goods purchase is made.
Expense Settlement Application
(Multiple Currencies)
Settlement application for the expenditure such as goods purchase is made.
(Multiple currencies can be entered.)
Entertainment Expense Settlement Application
Settlement application for the expenditure such as entertainment is made.
Entertainment Expense Settlement Application (Multiple Currencies)
Settlement application for the expenditure such as entertainment is made.
(Multiple currencies can be entered.)

General Application Form

It is a general purpose application form.

It can be used for any purpose, but journal data or transfer data cannot be created.

Application Form Summary
Account Change Application
Application for registration/change of bank account is made.
Commute Route Change Application
Application for registration/change of commute route is made.
General Application
General application is made.

Advance Application Form and Settlement Application Form

Settlement application form is for submitting the report or settling the advance expense about the
actions (trip, goods purchase, etc.) approved in the advance application form.
Advance application form and settlement application form are mutually associated, and a certain
settlement application form can be created for a certain advance application form.

Relationship between Advance Application Form and Settlement Application Form is as follows.

Advance Application Form Settlement Application Form
Trip Advance Application Travel Expense Settlement Application
Trip Advance Application (Multiple Currencies) Travel Expense Settlement Application (Multiple Currencies)
Expense Advance Application Expense Settlement Application
Expense Advance Application (Multiple Currencies) Expense Settlement Application (Multiple Currencies)
Entertainment Advance Application Entertainment Settlement Application
Entertainment Advance Application (Multiple Currencies) Entertainment Settlement Application (Multiple Currencies)

Note

It is indicated that Trip Advance Application Form can be settled by Travel Expense Settlement Application Form.

Please refer to Settlement Method and Process Steps of Advance Application Form for the settlement method of advance application form.

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