Setting Up Expense Sheet Options
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CHAPTER 8
Setting Up Expense Sheet Options
This chapter describes the system setup required to enter and track expenses. These steps should also be
completed before adding expense users.
Items to Set Up before Adding Users or Entering Expenses
Required
Before users are added and allowed to enter expenses, the following must be configured:
Required for Project Costing and Billing
If you have a Project & Billing Edition license and are tracking expenses for project costing or billing, projects
must be created before entering expenses, as detailed in Chapter 13, Creating Clients and Projects on page
76.
Optional
You can set up the following expense entry features at any time:
Expense sheets are available only with a valid license for the Expense module.
Item to Configure
How they’re Used
Page
Tax Codes
To automatically determine the amount of tax
paid on an expense amount
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Expense Codes
To categorize expenses and define which taxes
are applied to each type of expense
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Expense Columns
Determines which fields are available on ex-
pense sheets
44
Approver Types and
Approval Paths
Defines who approves each expense sheet
45
Item to Configure
How they’re Used
Page
Payment Methods
Required if you want to track how users paid for
expenses
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Due/End Dates
Determines how quickly expense sheets need to
be approved (defaults are already in place)
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User Defined Fields
To capture additional, custom information on the
expense sheet
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Disclaimers
To display a message on the expense sheet to
remind users of important information, such as
when expenses should be submitted
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