How do I create expense types in BridgeVMS?

Note: this option is for Managed Service users only.

To create expenses within BridgeVMS, follow these steps as a managed service user:

1. Click on the "Employers" tab.
2. Select your client.
3. Click "Categories."
4. Click "Category Rules."
5. Click "Use Expenses."
6. Click "Save."
7. Click "Close."

Next, add your expense types:

1. Click "Expense Type."
2. Click "Add new expense type."
3. Enter a name for your expense type.
4. Select the applicable categories for this expense.
5. Choose whether it should be visible to candidates or only accessible to agencies.
6. Determine if the expense is payable to the candidate or not.
7. Indicate if the expense is billable to the client.
8. Enter a default value for the expense.
9. Decide whether agency commission and MSP fees should be added to the expense value.
10. Optionally, provide a custom ID value for the expense type.
11. Click "Add" to save your expense type.

To assign expenses to job templates:

1. Click "Job Templates."
2. Select the desired job template.
3. Click "Use expenses" to enable expenses for that template.
4. Click "Save."

Now, you can assign an expense to the job template:

1. Click the "Expenses" tab in the job template menu.
2. Click "Add."
3. Choose the expense type from the dropdown menu.
4. Optionally, select a specific region and business area for the expense.
5. The expense amount will pull through from the previously defined expense type, but you can override it if needed.
6. Click "Add" to save the expense to the job template.

Finally, save the job template and click "Close."