Setting Up Expense Sheet Options
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Default due dates are already in place, but these can be modified at:
Administration > Expense Setup > Due / End Dates
Setting Up Custom Expense Sheet Fields
You should create user defined fields if you want to track information beyond the basic expense sheet fields
already provided. Then, when entering their expenses, users can enter a value in each of these fields.
User defined fields are configured at:
Administration > Expense Setup > User Defined Fields
For each field you create you can specify:
1. The name of the field, as it will appear on the expense sheet
2. The type of field, as explained in Types of User Defined Fields Available on page 23
3. Restrictions on the values entered, such as minimum or maximum values or the maximum length of
the field. The available restrictions depend on the type of field.
4. The default value to show when users first view the expense sheet, if any
5. Whether users are required to enter a value
Displaying a Message on the Expense Sheet
You can choose to have a message displayed on the expense, such as deadlines for when expenses should
be submitted each month. This message is called a disclaimer and can be set at:
Administration > Communications > Disclaimers
When creating a disclaimer, be sure to choose Expenses from the Type field. A disclaimer can also be cre-
ated for approvers by selecting Approvals.