How to create cost carriers

Create cost carrier types and cost carriers for use in the Travel and Expense module.

To create cost carriers for the Travel and Expense module, you must have the Cost Carrier Administrator role.

Navigate to Administration → Accounting → Cost Carriers in the left-hand menu.

On the Cost Carriers page, click the pencil icon at the top of the page to open the administration view.

Existing cost carriers appear on this page. If your organization uses multiple cost carrier types, use the Select type drop-down list to switch between them.

The first time you open the administration page, you will see two cost carrier types created by Simployer. These system-defined cost carrier types are maintained by Simployer and cannot be changed by customers.

Add a cost carrier type in Cost Carriers

1. Click + Add Cost Carrier Type.
2. Enter a name for the new cost carrier type.
3. Select the following checkboxes:
   • Is numerical
   • Active
4. Click Save.

Add a cost carrier in Cost Carriers

After you create a cost carrier type, the new type appears below the system-defined cost carrier types.

1. Click the red arrow to the left of the cost carrier type to expand it.
2. Click + Add Cost Carrier.
3. Enter the following information:
   • Number
   • Name
4. In the Belongs to field, select the organizational unit where the cost carrier should be available.
5. Select Active to make the cost carrier available for use.

To make the cost carrier available to all employees, select the top level of the organizational structure in the Belongs to field.

To create multiple cost carriers, select Add another cost carrier to remain on the same page after saving.

Important

To make a cost carrier available only to employees in a specific department or organizational unit, select that unit in the Belongs to field instead of the top level.

Selecting a specific organizational unit limits the number of cost carriers shown to employees. If all cost carriers are assigned to the top level, employees may see a long list of irrelevant options, making it more difficult to select the correct cost carrier.

Include cost carriers in payroll export files

If you generate export files for your payroll system and want to include cost carriers in the export, contact support@simployer.com. Simployer Support will help you activate the cost carrier fields in the export configuration.