Workcube Wiki

Health Expenditure Receipts

Health Expenditure Receipts allow the company employee and employee relatives to make transactions within a limit for health expenditures. Receipts of health expenditures made through the Workcube interface are recorded and controlled.

Route: HR>Other HR>Health and Security Transactions>Health Expenditure Receipts


Warning: At the same time, the employee makes a claim for medical expenditures. Creates a medical expenditure claim via Internet > HR actions > Health Expenditure Claims. For detailed information, you can read our article "Self Service HR Transactions".

The request is recorded in the system as "Health Expenditure Receipts" after the approval process.


Listing Health Expenditure Receipts

By filling in the relevant fields from the options to list the health expenditure receipts registered in the system, go to the relevant receipt with the item icon. New registration is made with the plus icon in the list.

The options are available with and without health expenditures created.

The fields on the Health Expenditure Receipt new registration screen and update screen are the same. For this reason, let's examine the fields from the update screen.

Health Expenditure Receipt Update Screen

1. Related Fields;

E-Archive, Transaction type: If you want the receipt to be saved in E-Archive, select E-Archive input. Select invoice type in transaction type.

Current Account: Select the company.

Spending, Current Branch: Select the person making the health expenditure. Select the branch to which he/she is affiliated.

Serial No, Document Date, Time, Transaction Date: The system automatically assigns the serial number. Enter the date the receipt was created in the document date field.

Payment Method, Maturity: Select the payment type of the expenditure. If it was paid by credit card and is deferred, enter the maturity period in this field.

Document Type, Reference No: Reference code is not a necessary field, but with the reference number, the related receipt can be accessed and checked more easily. Document type is not a necessary field.

Note: Document types are added via System>General Settings>Document Types

2. In the Basket Section;

Date, Description: Enter the date of the expenditure. Description section is used if you want to give information about the disease or a different situation.

Cost Center, Expenditure Item: Select the relevant cost center from the cost and income centers. Select the expenditure item from the budget categories defined in the system. The accounting code defined for the budget item is entered in the "Accounting Code" section.

Warning: Since health expenditures are directly related to the budget, budget definitions should be made in order to record health expenditures.

Amount, VAT: Enter the amount spent and VAT rate.

3. Top Menu;

If you want to add a document related to the expenditure, it is added from the related documents screen. Income and expenditures of the current account can be checked with the account statement screen. The payment plan of the expenditure is made with this screen. Related fields on the payment plan screen come automatically and can be edited. The payment plan is created with the registration process.
With the accounting receipt screen, the receivable and payable details are seen in the offset receipt.

4. Go to the "Health Expenditures" registration screen with the "Check Expenditure" button. The relevant fields are automatically displayed and the registration process is made.

Recommendation: For detailed information about the health expenditure registration screen, you can read our "Health Assurance System" article. Control and editing operations can be performed by going to the health expenditure receipt screen with the "Go to Expenditure Receipt" button on the update screen of the created health expenditures.


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