Expense claims entry settings
Use the Expense Claims settings if you want to record expense claims in Project Accounting.
To specify your expense claims settings
Open: Project Accounting > Utilities > System Setup > Timesheet and Expense Claims Settings | Expense Claims.
Select from the following settings:
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Allow expense claim entry |
Select this if you want to use expense claims in Project Accounting. |
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Use expense claim categories
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Select this if you want to use expense categories. Expense categories are used to group expense items together; e.g. a Travel category may include Flight, Train and Taxi Expense Items. Once selected a n expense category must be selected when the expense claim is entered and then only items associated with that category can be chosen. Changing this setting
This setting cannot be changed once you have set up expense claim categories. |
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Authorise expense claims |
Select this if you want to use expense authorisation to approve submitted expense claims. Once selected, all expense claims must be authorised before they can be posted. Note: To choose which resources have permission to authorise expense claims and set their authorisation limits, set the permissions and authorisers on the resource records. |
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Next expense claim no |
Use this to set the reference number for the next expense claim. You cannot change this to a number lower than expense claims already entered. |
Steps in this task
Financials integration settings for timesheets and expense claims
Payroll integration settings for timesheet and expense claims
Project Accounting integration settings for timesheets and expense claims
Set terminology for timesheets and expense claims
Other tasks