Expense Types
Use the Expense Types screen to add, edit, or delete expense types. Use it when you initialize Deltek Expense. Before setting up expense types, set up charge types, payment methods, and providers.
- Related Topics:
- Display the Expense Types Screen
The Expense Types screen is located in the Expense module. - Overview of Expense Types
Use Expense Types to initialize Deltek Expense. Before setting up expense types, set up charge types, payment methods, and providers. - Multiple Day Ceiling Calculation of Meals
Deltek Time & Expense handles over-ceiling calculations for meals on a multi-day trip. - Basic Information Tab
Use the Basic Information tab to enter information about the expense type such code, description, wizard type, general options, and ceilings. - Input Options -Required Fields Tab
Use the Input Options tab to select the input options that you require the user to enter when filling out an expense report. - User-Defined Labels & Text Subtask
Use this subtask to enter labels for user-defined values and to enter text that should display for over-ceiling and unallowable expenses. - Tasks Subtask
Use the Tasks subtask to configure the attachments that are required for each expense type and to establish business rules related to Expense level attachments. - Rates/Ceilings Subtask
Use the Rates/Ceiling subtask to add, edit, or delete a rate/ceiling. Because the table is sorted by Effective Date, you can keep multiple rates and ceilings in the table. - Charge Types Subtask
Use the Charge Types subtask to see the charge types that are available for this expense type. You can add and/or delete charge types from this screen. - User-Defined Field 1 Values Subtask
Use the UD Values One subtask to add or delete user-defined field 1 values. You can set one user-defined value per code as the default for the field 1 values. - User-Defined Field Values 2 Subtask
Use the User-Defined Field 2 Values subtask to add or delete user-defined field 2 values. You can set one user-defined value per code as the user-defined field 2 default. - User-Defined Field 3 Values Subtask
Use the User-Defined Field 3 Values subtask to add or delete user-defined values. You can set one user-defined value per code as the user-defined field 3 default. - Other Lodging Subtask
Use the Other Lodging Expenses subtask to add, edit, or delete other expenses that are expensed in conjunction with lodging expenses. - Providers Subtask
Use the Manage Providers subtask to set up vendors that provide services, delete providers or Visa supplier names, or capture vendor ID information. You can set up vendors for any category. - Pay Methods Subtask
Use the Pay Methods subtask when you initialize Deltek Expense. You should set up pay methods before you set up expense types, adding new employees to the database, or entering expense reports. - Custom Text Subtask
Use the Custom Text subtask to modify the page description text and instruction text that displays on various pages of the Expense Wizard for the selected expense type.
Parent Topic: Expense Controls